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 | $41,721 | $81,632-48.9% | $70,449-40.8% | $158,922-73.7% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 20.04% | 208.40%-188.4pp | 109.03%-89.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,537 | $3,217-21.1% | $2,737-7.3% | $4,761-46.7% |
| Participant deferral / active EE | $6,714 | $4,554+47.4% | $3,709+81.0% | $5,982+12.2% |
| Admin fee / account holder | $218 | $6,193-96.5% | $3,845-94.3% | $11,246-98.1% |