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 | $37,005 | $209,832-82.4% | $189,513-80.5% | $167,490-77.9% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 16.65% | 748.27%-731.6pp | 555.15%-538.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,590 | $6,914-62.5% | $6,162-58.0% | $4,837-46.5% |
| Participant deferral / active EE | $6,220 | $8,935-30.4% | $8,221-24.3% | $6,341-1.9% |
| Admin fee / account holder | $170 | $14,293-98.8% | $12,045-98.6% | $12,309-98.6% |