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 | $37,322 | $157,256-76.3% | $141,162-73.6% | $152,861-75.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 36.12% | 64.32%-28.2pp | 71.39%-35.3pp | 345.32%-309.2pp |
| Employer contribution / active EE | $3,168 | $5,261-39.8% | $4,735-33.1% | $4,762-33.5% |
| Participant deferral / active EE | $13,205 | $7,109+85.7% | $6,709+96.8% | $5,850+125.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |