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 3-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 | $37,716 | $111,754-66.3% | $103,333-63.5% | $145,922-74.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 19.30% | 24.77%-5.5pp | 24.88%-5.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $4,925 | $4,212+16.9% | $3,868+27.3% | $4,660+5.7% |
| Participant deferral / active EE | $7,845 | $5,619+39.6% | $5,057+55.1% | $6,688+17.3% |
| Admin fee / account holder | $100 | $9,750-99.0% | $8,355-98.8% | $13,397-99.3% |