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 | $85,202-52.1% | $172,739-76.4% | $72,985-44.0% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 31.34% | 27.32%+4.0pp | 802.84%-771.5pp | 81.00%-49.7pp |
| Employer contribution / active EE | $2,359 | $3,324-29.0% | $5,143-54.1% | $2,440-3.3% |
| Participant deferral / active EE | $2,896 | $3,260-11.2% | $5,198-44.3% | $3,607-19.7% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |