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 | $40,455 | $113,339-64.3% | $94,993-57.4% | $147,584-72.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 24.34% | 20.77%+3.6pp | 27.12%-2.8pp | 578.55%-554.2pp |
| Employer contribution / active EE | $4,216 | $3,160+33.4% | $2,603+61.9% | $4,876-13.5% |
| Participant deferral / active EE | $6,425 | $3,777+70.1% | $3,317+93.7% | $5,439+18.1% |
| Admin fee / account holder | $141 | $6,063-97.7% | $4,960-97.2% | $10,885-98.7% |