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 | $41,596 | $176,056-76.4% | $159,436-73.9% | $167,490-75.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 16.91% | 331.75%-314.8pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,882 | $7,750-49.9% | $7,352-47.2% | $6,341-38.8% |
| Admin fee / account holder | $53 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |