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 8-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 | $33,191 | $183,519-81.9% | $155,509-78.7% | $145,922-77.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.97% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,070 | $5,313-61.0% | $4,672-55.7% | $4,660-55.6% |
| Participant deferral / active EE | $3,583 | $6,462-44.6% | $5,626-36.3% | $6,688-46.4% |
| Admin fee / account holder | $248 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |