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 | $31,879 | $228,332-86.0% | $185,823-82.8% | $158,922-79.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 34.73% | 40.80%-6.1pp | 35.95%-1.2pp | 302.83%-268.1pp |
| Employer contribution / active EE | $2,440 | $4,967-50.9% | $4,087-40.3% | $4,761-48.7% |
| Participant deferral / active EE | $3,826 | $6,415-40.4% | $5,632-32.1% | $5,982-36.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |