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 | $40,886 | $62,672-34.8% | $185,117-77.9% | $70,131-41.7% |
| Participation rate | 92.0% | 63.8%+28.2pp | 77.3%+14.7pp | 69.5%+22.5pp |
| Annual return | 17.65% | 40.79%-23.1pp | 40.50%-22.8pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,926 | $1,753+9.8% | $4,182-53.9% | $2,342-17.8% |
| Participant deferral / active EE | $2,703 | $3,272-17.4% | $5,045-46.4% | $3,332-18.9% |
| Admin fee / account holder | $11 | $3,932-99.7% | $8,159-99.9% | $4,645-99.8% |