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 | $32,257 | $185,822-82.6% | $169,993-81.0% | $139,434-76.9% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 23.21% | 60.50%-37.3pp | 53.37%-30.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,740 | $7,590-77.1% | $6,785-74.4% | $4,751-63.4% |
| Participant deferral / active EE | $4,431 | $11,622-61.9% | $10,408-57.4% | $6,710-34.0% |
| Admin fee / account holder | $265 | $15,381-98.3% | $12,815-97.9% | $11,403-97.7% |