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 | $37,990 | $77,634-51.1% | $156,549-75.7% | $62,891-39.6% |
| Participation rate | 72.5% | 71.2%+1.3pp | 84.0%-11.5pp | 69.3%+3.2pp |
| Annual return | 5.90% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $981 | $3,444-71.5% | $5,501-82.2% | $2,281-57.0% |
| Participant deferral / active EE | $981 | $3,045-67.8% | $4,871-79.9% | $3,203-69.4% |
| Admin fee / account holder | $20 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |