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 9-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 | $37,631 | $98,750-61.9% | $149,696-74.9% | $79,858-52.9% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 37.64% | 27.43%+10.2pp | 276.60%-239.0pp | 31.71%+5.9pp |
| Employer contribution / active EE | $4,890 | $3,216+52.0% | $4,644+5.3% | $2,471+97.9% |
| Participant deferral / active EE | $6,225 | $5,680+9.6% | $6,842-9.0% | $3,740+66.4% |
| Admin fee / account holder | $296 | $6,053-95.1% | $9,309-96.8% | $5,306-94.4% |