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 | $37,242 | $118,680-68.6% | $98,907-62.3% | $158,922-76.6% |
| Participation rate | 70.6% | 77.8%-7.2pp | 76.0%-5.4pp | 82.0%-11.4pp |
| Annual return | 15.27% | 372.35%-357.1pp | 196.43%-181.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,372 | $3,333-58.8% | $2,689-49.0% | $4,761-71.2% |
| Participant deferral / active EE | $2,219 | $5,088-56.4% | $4,244-47.7% | $5,982-62.9% |
| Admin fee / account holder | $258 | $10,131-97.5% | $6,642-96.1% | $11,246-97.7% |