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 | $40,297 | $112,881-64.3% | $90,951-55.7% | $158,922-74.6% |
| Participation rate | 93.8% | 74.7%+19.0pp | 69.0%+24.7pp | 82.0%+11.8pp |
| Annual return | 9.61% | 215.79%-206.2pp | 134.60%-125.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $555 | $2,893-80.8% | $2,122-73.9% | $4,761-88.4% |
| Participant deferral / active EE | $7,332 | $4,128+77.6% | $3,373+117.4% | $5,982+22.6% |
| Admin fee / account holder | $242 | $8,041-97.0% | $5,959-95.9% | $11,246-97.8% |