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 | $35,652 | $159,602-77.7% | $150,045-76.2% | $142,382-75.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 16.12% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,434 | $4,961-50.9% | $4,693-48.1% | $4,299-43.4% |
| Participant deferral / active EE | $4,392 | $8,310-47.1% | $7,997-45.1% | $6,507-32.5% |
| Admin fee / account holder | $213 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |