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 6-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 | $33,784 | $127,777-73.6% | $106,548-68.3% | $167,490-79.8% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 13.78% | 33.87%-20.1pp | 26.80%-13.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,106 | $3,427-38.6% | $2,819-25.3% | $4,837-56.5% |
| Participant deferral / active EE | $6,066 | $5,087+19.2% | $4,398+37.9% | $6,341-4.3% |
| Admin fee / account holder | $270 | $11,228-97.6% | $7,407-96.4% | $12,309-97.8% |