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 | $40,075 | $77,634-48.4% | $156,549-74.4% | $62,891-36.3% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 7.55% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,625 | $3,444-52.8% | $5,501-70.5% | $2,281-28.8% |
| Participant deferral / active EE | $2,803 | $3,045-8.0% | $4,871-42.5% | $3,203-12.5% |
| Admin fee / account holder | $107 | $5,561-98.1% | $13,027-99.2% | $4,296-97.5% |