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 | $36,037 | $116,175-69.0% | $93,606-61.5% | $152,861-76.4% |
| Participation rate | 93.8% | 78.0%+15.7pp | 75.8%+17.9pp | 82.4%+11.3pp |
| Annual return | 19.28% | 35.96%-16.7pp | 32.76%-13.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $6,946 | $3,218+115.9% | $2,718+155.6% | $4,762+45.9% |
| Participant deferral / active EE | $3,660 | $4,603-20.5% | $4,069-10.0% | $5,850-37.4% |
| Admin fee / account holder | $240 | $10,748-97.8% | $7,888-97.0% | $11,596-97.9% |