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 | $36,991 | $67,606-45.3% | $82,313-55.1% | $70,131-47.3% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 17.69% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $4,750 | $1,755+170.7% | $2,428+95.6% | $2,342+102.8% |
| Participant deferral / active EE | $3,456 | $2,987+15.7% | $3,706-6.7% | $3,332+3.7% |
| Admin fee / account holder | $104 | $4,512-97.7% | $5,608-98.1% | $4,645-97.8% |