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 6-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 | $40,810 | $110,257-63.0% | $96,544-57.7% | $139,434-70.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 16.60% | 26.32%-9.7pp | 25.84%-9.2pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,003 | $3,620-44.7% | $2,965-32.4% | $4,751-57.8% |
| Participant deferral / active EE | $5,078 | $5,548-8.5% | $4,851+4.7% | $6,710-24.3% |
| Admin fee / account holder | $39 | $11,591-99.7% | $8,252-99.5% | $11,403-99.7% |