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 | $40,840 | $105,859-61.4% | $90,160-54.7% | $147,584-72.3% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.4pp | 82.8%+5.4pp |
| Annual return | 15.16% | 37.63%-22.5pp | 34.88%-19.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $4,496 | $4,126+9.0% | $3,318+35.5% | $4,876-7.8% |
| Participant deferral / active EE | $4,282 | $5,733-25.3% | $5,288-19.0% | $5,439-21.3% |
| Admin fee / account holder | $13 | $8,046-99.8% | $5,943-99.8% | $10,885-99.9% |