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 | $37,879 | $117,983-67.9% | $101,794-62.8% | $142,382-73.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.84% | 36.92%-16.1pp | 30.53%-9.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $8,583 | $2,773+209.5% | $2,289+275.0% | $4,299+99.6% |
| Participant deferral / active EE | $13,625 | $4,714+189.1% | $4,084+233.6% | $6,507+109.4% |
| Admin fee / account holder | $164 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |