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 4-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 | $36,645 | $117,983-68.9% | $101,794-64.0% | $142,382-74.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 17.23% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,763 | $2,773-36.4% | $2,289-23.0% | $4,299-59.0% |
| Participant deferral / active EE | $2,406 | $4,714-49.0% | $4,084-41.1% | $6,507-63.0% |
| Admin fee / account holder | $88 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |