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 | $38,395 | $67,606-43.2% | $82,313-53.4% | $70,131-45.3% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 17.19% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $5,212 | $1,755+197.0% | $2,428+114.7% | $2,342+122.5% |
| Participant deferral / active EE | $1,812 | $2,987-39.3% | $3,706-51.1% | $3,332-45.6% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |