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 | $35,367 | $108,642-67.4% | $74,701-52.7% | $152,861-76.9% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 31.45% | 114.06%-82.6pp | 752.92%-721.5pp | 345.32%-313.9pp |
| Employer contribution / active EE | $1,309 | $1,503-12.9% | $1,084+20.8% | $4,762-72.5% |
| Participant deferral / active EE | $8,809 | $2,712+224.8% | $1,964+348.6% | $5,850+50.6% |
| Admin fee / account holder | $30 | $4,902-99.4% | $3,333-99.1% | $11,596-99.7% |