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 6-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 | $40,496 | $100,773-59.8% | $88,946-54.5% | $142,382-71.6% |
| Participation rate | 73.9% | 74.3%-0.4pp | 68.8%+5.1pp | 80.1%-6.2pp |
| Annual return | 18.86% | 70.18%-51.3pp | 57.82%-39.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,492 | $2,918-48.9% | $2,555-41.6% | $4,299-65.3% |
| Participant deferral / active EE | $3,078 | $5,230-41.2% | $4,581-32.8% | $6,507-52.7% |
| Admin fee / account holder | $232 | $9,693-97.6% | $8,261-97.2% | $12,624-98.2% |