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 | $37,233 | $183,963-79.8% | $162,163-77.0% | $152,861-75.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 22.57% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,935 | $6,371-69.6% | $5,614-65.5% | $4,762-59.4% |
| Participant deferral / active EE | $7,109 | $8,034-11.5% | $7,298-2.6% | $5,850+21.5% |
| Admin fee / account holder | $206 | $13,121-98.4% | $10,843-98.1% | $11,596-98.2% |