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 | $40,572 | $98,240-58.7% | $82,313-50.7% | $147,584-72.5% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 36.80% | 30.85%+5.9pp | 25.88%+10.9pp | 578.55%-541.8pp |
| Employer contribution / active EE | $2,447 | $3,192-23.3% | $2,428+0.8% | $4,876-49.8% |
| Participant deferral / active EE | $6,591 | $4,383+50.4% | $3,706+77.8% | $5,439+21.2% |
| Admin fee / account holder | $152 | $8,563-98.2% | $5,608-97.3% | $10,885-98.6% |