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 | $41,160 | $185,822-77.8% | $169,993-75.8% | $139,434-70.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 27.89% | 60.50%-32.6pp | 53.37%-25.5pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,703 | $7,590-64.4% | $6,785-60.2% | $4,751-43.1% |
| Participant deferral / active EE | $11,989 | $11,622+3.2% | $10,408+15.2% | $6,710+78.7% |
| Admin fee / account holder | $18 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |