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 | $41,963 | $86,929-51.7% | $102,423-59.0% | $80,856-48.1% |
| Participation rate | 85.2% | 72.4%+12.9pp | 76.5%+8.8pp | 67.6%+17.6pp |
| Annual return | 13.32% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,248 | $2,369-47.3% | $3,023-58.7% | $2,755-54.7% |
| Participant deferral / active EE | $2,613 | $4,118-36.6% | $5,053-48.3% | $4,296-39.2% |
| Admin fee / account holder | $118 | $8,049-98.5% | $9,451-98.8% | $6,918-98.3% |