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 | $41,542 | $135,952-69.4% | $123,892-66.5% | $273,961-84.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,630 | $5,170-68.5% | $4,617-64.7% | $4,869-66.5% |
| Participant deferral / active EE | $3,346 | $6,343-47.2% | $5,984-44.1% | $5,287-36.7% |
| Admin fee / account holder | $119 | $9,817-98.8% | $8,357-98.6% | $10,132-98.8% |