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 | $40,615 | $104,907-61.3% | $84,611-52.0% | $152,861-73.4% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.4%-9.7pp |
| Annual return | 21.44% | 373.79%-352.4pp | 258.74%-237.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,438 | $3,302-26.2% | $2,652-8.1% | $4,762-48.8% |
| Participant deferral / active EE | $10,285 | $4,688+119.4% | $3,899+163.8% | $5,850+75.8% |
| Admin fee / account holder | $94 | $6,241-98.5% | $4,912-98.1% | $11,596-99.2% |