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 9-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 | $36,272 | $107,334-66.2% | $92,893-61.0% | $152,861-76.3% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 24.45% | 145.58%-121.1pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,458 | $4,221-65.5% | $3,653-60.1% | $4,762-69.4% |
| Participant deferral / active EE | $5,453 | $4,845+12.5% | $4,236+28.7% | $5,850-6.8% |
| Admin fee / account holder | $81 | $7,079-98.9% | $5,794-98.6% | $11,596-99.3% |