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 | $41,887 | $98,240-57.4% | $82,313-49.1% | $147,584-71.6% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 14.43% | 30.85%-16.4pp | 25.88%-11.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,662 | $3,192+14.7% | $2,428+50.8% | $4,876-24.9% |
| Participant deferral / active EE | $7,011 | $4,383+60.0% | $3,706+89.2% | $5,439+28.9% |
| Admin fee / account holder | $117 | $8,563-98.6% | $5,608-97.9% | $10,885-98.9% |