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 | $37,375 | $72,492-48.4% | $87,100-57.1% | $72,985-48.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 29.44% | 24.46%+5.0pp | 28.19%+1.2pp | 81.00%-51.6pp |
| Employer contribution / active EE | $5,594 | $1,894+195.3% | $2,521+121.9% | $2,440+129.3% |
| Participant deferral / active EE | $3,342 | $3,270+2.2% | $4,049-17.5% | $3,607-7.4% |
| Admin fee / account holder | $165 | $5,055-96.7% | $7,497-97.8% | $5,124-96.8% |