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 | $41,896 | $110,502-62.1% | $80,716-48.1% | $167,490-75.0% |
| Participation rate | 92.3% | 64.0%+28.3pp | 54.2%+38.1pp | 82.1%+10.2pp |
| Annual return | 13.83% | 120.54%-106.7pp | 87.28%-73.5pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,551 | $1,543+0.5% | $1,160+33.7% | $4,837-67.9% |
| Participant deferral / active EE | $2,495 | $2,871-13.1% | $2,146+16.3% | $6,341-60.7% |
| Admin fee / account holder | $152 | $4,545-96.6% | $3,380-95.5% | $12,309-98.8% |