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 | $37,551 | $197,591-81.0% | $177,821-78.9% | $158,922-76.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 75.60% | 58.76%+16.8pp | 48.32%+27.3pp | 302.83%-227.2pp |
| Employer contribution / active EE | $3,645 | $6,697-45.6% | $5,918-38.4% | $4,761-23.4% |
| Participant deferral / active EE | $9,698 | $8,405+15.4% | $7,714+25.7% | $5,982+62.1% |
| Admin fee / account holder | $161 | $15,399-99.0% | $12,427-98.7% | $11,246-98.6% |