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 | $36,814 | $232,540-84.2% | $185,117-80.1% | $147,584-75.1% |
| Participation rate | 72.7% | 82.4%-9.6pp | 77.3%-4.5pp | 82.8%-10.1pp |
| Annual return | 22.73% | 43.03%-20.3pp | 40.50%-17.8pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,614 | $5,195-49.7% | $4,182-37.5% | $4,876-46.4% |
| Participant deferral / active EE | $2,395 | $5,834-58.9% | $5,045-52.5% | $5,439-56.0% |
| Admin fee / account holder | $163 | $10,275-98.4% | $8,159-98.0% | $10,885-98.5% |