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 7-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 | $35,320 | $115,882-69.5% | $100,516-64.9% | $158,922-77.8% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.5pp | 82.0%+10.9pp |
| Annual return | 31.22% | 34.79%-3.6pp | 30.89%+0.3pp | 302.83%-271.6pp |
| Employer contribution / active EE | $2,726 | $4,103-33.6% | $3,418-20.2% | $4,761-42.7% |
| Participant deferral / active EE | $3,268 | $6,674-51.0% | $6,270-47.9% | $5,982-45.4% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |