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 | $40,630 | $85,766-52.6% | $136,294-70.2% | $70,131-42.1% |
| Participation rate | 89.3% | 74.2%+15.2pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 14.96% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,480 | $2,966-50.1% | $4,695-68.5% | $2,342-36.8% |
| Participant deferral / active EE | $3,360 | $5,051-33.5% | $6,247-46.2% | $3,332+0.9% |
| Admin fee / account holder | $262 | $5,420-95.2% | $9,243-97.2% | $4,645-94.4% |