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 | $37,986 | $89,355-57.5% | $141,162-73.1% | $72,985-48.0% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 34.16% | 111.85%-77.7pp | 71.39%-37.2pp | 81.00%-46.8pp |
| Employer contribution / active EE | $2,350 | $3,114-24.5% | $4,735-50.4% | $2,440-3.7% |
| Participant deferral / active EE | $5,275 | $5,418-2.6% | $6,709-21.4% | $3,607+46.2% |
| Admin fee / account holder | $111 | $5,958-98.1% | $10,261-98.9% | $5,124-97.8% |