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 | $44,329 | $85,202-48.0% | $172,739-74.3% | $72,985-39.3% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 26.73% | 27.32%-0.6pp | 802.84%-776.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,876 | $3,324-13.5% | $5,143-44.1% | $2,440+17.9% |
| Participant deferral / active EE | $7,542 | $3,260+131.3% | $5,198+45.1% | $3,607+109.1% |
| Admin fee / account holder | $113 | $5,884-98.1% | $13,954-99.2% | $5,124-97.8% |