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 10-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 | $35,602 | $159,602-77.7% | $150,045-76.3% | $142,382-75.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.50% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,969 | $4,961-60.3% | $4,693-58.0% | $4,299-54.2% |
| Participant deferral / active EE | $2,858 | $8,310-65.6% | $7,997-64.3% | $6,507-56.1% |
| Admin fee / account holder | $300 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |