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 | $34,268 | $113,339-69.8% | $94,993-63.9% | $147,584-76.8% |
| Participation rate | 88.2% | 78.0%+10.3pp | 73.9%+14.4pp | 82.8%+5.4pp |
| Annual return | 32.91% | 20.77%+12.1pp | 27.12%+5.8pp | 578.55%-545.6pp |
| Employer contribution / active EE | $2,205 | $3,160-30.2% | $2,603-15.3% | $4,876-54.8% |
| Participant deferral / active EE | $4,499 | $3,777+19.1% | $3,317+35.6% | $5,439-17.3% |
| Admin fee / account holder | $2 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |