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 | $37,387 | $112,881-66.9% | $90,951-58.9% | $158,922-76.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 27.65% | 215.79%-188.1pp | 134.60%-106.9pp | 302.83%-275.2pp |
| Employer contribution / active EE | $4,230 | $2,893+46.2% | $2,122+99.4% | $4,761-11.2% |
| Participant deferral / active EE | $8,603 | $4,128+108.4% | $3,373+155.1% | $5,982+43.8% |
| Admin fee / account holder | $57 | $8,041-99.3% | $5,959-99.0% | $11,246-99.5% |