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 | $37,224 | $159,602-76.7% | $150,045-75.2% | $142,382-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.15% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,197 | $4,961-35.5% | $4,693-31.9% | $4,299-25.6% |
| Participant deferral / active EE | $7,695 | $8,310-7.4% | $7,997-3.8% | $6,507+18.3% |
| Admin fee / account holder | $48 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |