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 | $40,377 | $66,402-39.2% | $109,895-63.3% | $85,850-53.0% |
| Participation rate | 85.2% | 63.9%+21.4pp | 74.2%+11.0pp | 69.3%+15.9pp |
| Annual return | 26.00% | 19.59%+6.4pp | 29.45%-3.5pp | 318.53%-292.5pp |
| Employer contribution / active EE | $1,756 | $1,687+4.1% | $2,842-38.2% | $2,565-31.5% |
| Participant deferral / active EE | $3,420 | $2,842+20.3% | $4,048-15.5% | $3,952-13.4% |
| Admin fee / account holder | $192 | $4,557-95.8% | $6,066-96.8% | $6,260-96.9% |