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 | $22,425 | $63,346-64.6% | $92,233-75.7% | $70,131-68.0% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 20.08% | 530.12%-510.0pp | 176.28%-156.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,980 | $2,471+20.6% | $3,679-19.0% | $2,342+27.2% |
| Participant deferral / active EE | $4,599 | $2,854+61.1% | $3,897+18.0% | $3,332+38.0% |
| Admin fee / account holder | $4 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |