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 5-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 | $33,360 | $117,983-71.7% | $101,794-67.2% | $142,382-76.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.99% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,237 | $2,773-55.4% | $2,289-46.0% | $4,299-71.2% |
| Participant deferral / active EE | $8,766 | $4,714+86.0% | $4,084+114.6% | $6,507+34.7% |
| Admin fee / account holder | $92 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |