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 | $39,881 | $99,652-60.0% | $78,778-49.4% | $147,584-73.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 16.29% | 47.28%-31.0pp | 35.62%-19.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $929 | $2,796-66.8% | $1,986-53.2% | $4,876-80.9% |
| Participant deferral / active EE | $3,870 | $3,664+5.6% | $2,958+30.8% | $5,439-28.8% |
| Admin fee / account holder | $252 | $7,155-96.5% | $5,134-95.1% | $10,885-97.7% |