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 | $37,837 | $110,261-65.7% | $95,745-60.5% | $139,434-72.9% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 18.91% | 27.11%-8.2pp | 28.35%-9.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,827 | $3,257-43.9% | $2,835-35.5% | $4,751-61.5% |
| Participant deferral / active EE | $4,953 | $4,676+5.9% | $4,245+16.7% | $6,710-26.2% |
| Admin fee / account holder | $9 | $6,613-99.9% | $5,678-99.8% | $11,403-99.9% |