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 | $35,815 | $171,865-79.2% | $149,718-76.1% | $147,584-75.7% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 16.89% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,259 | $6,275-64.0% | $5,445-58.5% | $4,876-53.7% |
| Participant deferral / active EE | $3,866 | $7,271-46.8% | $6,569-41.1% | $5,439-28.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |