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 | $37,580 | $88,751-57.7% | $81,812-54.1% | $145,922-74.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 17.53% | 1025.40%-1007.9pp | 773.79%-756.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,448 | $3,083+11.8% | $2,912+18.4% | $4,660-26.0% |
| Participant deferral / active EE | $2,061 | $4,643-55.6% | $4,319-52.3% | $6,688-69.2% |
| Admin fee / account holder | $45 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |