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 | $36,425 | $165,912-78.0% | $122,332-70.2% | $147,584-75.3% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 37.16% | 34.55%+2.6pp | 30.27%+6.9pp | 578.55%-541.4pp |
| Employer contribution / active EE | $3,259 | $5,754-43.4% | $4,050-19.5% | $4,876-33.2% |
| Participant deferral / active EE | $7,487 | $4,005+86.9% | $3,287+127.8% | $5,439+37.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |