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 | $42,016 | $71,050-40.9% | $93,606-55.1% | $80,856-48.0% |
| Participation rate | 96.2% | 60.4%+35.7pp | 68.7%+27.4pp | 67.6%+28.5pp |
| Annual return | 20.47% | 11.26%+9.2pp | 133.20%-112.7pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,512 | $1,564+60.6% | $2,420+3.8% | $2,755-8.8% |
| Participant deferral / active EE | $3,850 | $4,034-4.6% | $4,411-12.7% | $4,296-10.4% |
| Admin fee / account holder | $143 | $6,945-97.9% | $8,285-98.3% | $6,918-97.9% |