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 | $37,290 | $98,750-62.2% | $149,696-75.1% | $79,858-53.3% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.5%-6.0pp | 69.6%+6.8pp |
| Annual return | 14.42% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,616 | $3,216+12.4% | $4,644-22.1% | $2,471+46.3% |
| Participant deferral / active EE | $3,280 | $5,680-42.2% | $6,842-52.1% | $3,740-12.3% |
| Admin fee / account holder | $185 | $6,053-96.9% | $9,309-98.0% | $5,306-96.5% |