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 | $37,239 | $124,319-70.0% | $111,297-66.5% | $167,490-77.8% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 18.34% | 37.44%-19.1pp | 54.65%-36.3pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,839 | $3,435-46.5% | $2,731-32.7% | $4,837-62.0% |
| Participant deferral / active EE | $2,830 | $5,180-45.4% | $4,487-36.9% | $6,341-55.4% |
| Admin fee / account holder | $86 | $10,618-99.2% | $7,964-98.9% | $12,309-99.3% |