See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,639 | $110,257-73.1% | $96,544-69.3% | $139,434-78.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 23.04% | 26.32%-3.3pp | 25.84%-2.8pp | 372.94%-349.9pp |
| Employer contribution / active EE | $7,949 | $3,620+119.6% | $2,965+168.1% | $4,751+67.3% |
| Participant deferral / active EE | $6,126 | $5,548+10.4% | $4,851+26.3% | $6,710-8.7% |
| Admin fee / account holder | $195 | $11,591-98.3% | $8,252-97.6% | $11,403-98.3% |