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 8-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 | $37,680 | $114,381-67.1% | $107,525-65.0% | $142,382-73.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 16.28% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,516 | $4,015-37.3% | $3,754-33.0% | $4,299-41.5% |
| Participant deferral / active EE | $2,034 | $5,564-63.4% | $5,116-60.2% | $6,507-68.7% |
| Admin fee / account holder | $234 | $9,860-97.6% | $8,919-97.4% | $12,624-98.1% |