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 | $37,365 | $209,411-82.2% | $178,490-79.1% | $158,922-76.5% |
| Participation rate | 78.3% | 86.3%-8.1pp | 81.9%-3.7pp | 82.0%-3.7pp |
| Annual return | 22.51% | 188.75%-166.2pp | 151.07%-128.6pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,228 | $5,706-61.0% | $5,011-55.5% | $4,761-53.2% |
| Participant deferral / active EE | $3,882 | $5,954-34.8% | $5,202-25.4% | $5,982-35.1% |
| Admin fee / account holder | $26 | $17,074-99.8% | $13,984-99.8% | $11,246-99.8% |