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 | $35,438 | $154,117-77.0% | $129,995-72.7% | $139,434-74.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 13.87% | 32.48%-18.6pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,361 | $5,289-55.4% | $4,320-45.3% | $4,751-50.3% |
| Participant deferral / active EE | $5,485 | $6,710-18.3% | $5,820-5.8% | $6,710-18.3% |
| Admin fee / account holder | $134 | $14,007-99.0% | $10,614-98.7% | $11,403-98.8% |