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 | $34,024 | $217,402-84.3% | $185,823-81.7% | $167,490-79.7% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 13.39% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,768 | $5,873-69.9% | $5,167-65.8% | $4,837-63.5% |
| Participant deferral / active EE | $3,896 | $6,356-38.7% | $5,568-30.0% | $6,341-38.6% |
| Admin fee / account holder | $21 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |