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 | $40,726 | $112,881-63.9% | $90,951-55.2% | $158,922-74.4% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 17.66% | 215.79%-198.1pp | 134.60%-116.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $5,216 | $2,893+80.3% | $2,122+145.8% | $4,761+9.6% |
| Participant deferral / active EE | $4,434 | $4,128+7.4% | $3,373+31.5% | $5,982-25.9% |
| Admin fee / account holder | $213 | $8,041-97.3% | $5,959-96.4% | $11,246-98.1% |