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 | $37,681 | $62,573-39.8% | $85,682-56.0% | $85,850-56.1% |
| Participation rate | 85.3% | 61.1%+24.2pp | 69.9%+15.4pp | 69.3%+16.0pp |
| Annual return | 29.75% | 23.77%+6.0pp | 21.49%+8.3pp | 318.53%-288.8pp |
| Employer contribution / active EE | $2,197 | $1,757+25.0% | $2,618-16.1% | $2,565-14.4% |
| Participant deferral / active EE | $3,072 | $2,802+9.6% | $3,923-21.7% | $3,952-22.3% |
| Admin fee / account holder | $8 | $4,640-99.8% | $6,873-99.9% | $6,260-99.9% |