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 | $41,494 | $112,096-63.0% | $95,952-56.8% | $158,922-73.9% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 20.64% | 171.09%-150.5pp | 91.61%-71.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $3,492 | $3,198+9.2% | $2,541+37.4% | $4,761-26.7% |
| Participant deferral / active EE | $6,621 | $4,784+38.4% | $4,167+58.9% | $5,982+10.7% |
| Admin fee / account holder | $219 | $10,130-97.8% | $6,795-96.8% | $11,246-98.1% |