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 | $37,264 | $51,244-27.3% | $80,975-54.0% | $55,167-32.5% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.0%+11.0pp |
| Annual return | 24.80% | 17.39%+7.4pp | 17.10%+7.7pp | 169.23%-144.4pp |
| Employer contribution / active EE | $3,839 | $1,770+116.9% | $3,714+3.4% | $1,963+95.6% |
| Participant deferral / active EE | $2,965 | $4,418-32.9% | $5,696-47.9% | $3,054-2.9% |
| Admin fee / account holder | $272 | $398-31.6% | $5,516-95.1% | $504-45.9% |