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 | $38,169 | $83,337-54.2% | $67,834-43.7% | $273,961-86.1% |
| Participation rate | 94.1% | 76.4%+17.7pp | 68.8%+25.3pp | 83.0%+11.1pp |
| Annual return | 7.33% | 259.45%-252.1pp | 138.47%-131.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,802 | $3,287-14.8% | $2,403+16.6% | $4,869-42.4% |
| Participant deferral / active EE | $2,832 | $4,088-30.7% | $3,160-10.4% | $5,287-46.4% |
| Admin fee / account holder | $48 | $6,752-99.3% | $4,622-99.0% | $10,132-99.5% |