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 10-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 | $36,867 | $104,251-64.6% | $91,001-59.5% | $147,584-75.0% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 19.69% | 27.06%-7.4pp | 4.60%+15.1pp | 578.55%-558.9pp |
| Employer contribution / active EE | $950 | $3,116-69.5% | $2,456-61.3% | $4,876-80.5% |
| Participant deferral / active EE | $4,812 | $4,195+14.7% | $3,547+35.7% | $5,439-11.5% |
| Admin fee / account holder | $132 | $8,948-98.5% | $5,417-97.6% | $10,885-98.8% |