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 | $35,793 | $162,781-78.0% | $133,956-73.3% | $158,922-77.5% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 28.13% | 41.94%-13.8pp | 45.09%-17.0pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,355 | $4,975-72.8% | $3,919-65.4% | $4,761-71.5% |
| Participant deferral / active EE | $4,403 | $5,911-25.5% | $5,048-12.8% | $5,982-26.4% |
| Admin fee / account holder | $297 | $11,736-97.5% | $8,927-96.7% | $11,246-97.4% |