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 | $36,413 | $99,020-63.2% | $86,590-57.9% | $147,584-75.3% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 20.29% | 1312.34%-1292.0pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,923 | $3,132-38.6% | $2,839-32.3% | $4,876-60.6% |
| Participant deferral / active EE | $7,028 | $3,972+76.9% | $3,609+94.8% | $5,439+29.2% |
| Admin fee / account holder | $254 | $5,710-95.5% | $4,906-94.8% | $10,885-97.7% |