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 | $39,866 | $162,781-75.5% | $133,956-70.2% | $158,922-74.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 20.55% | 41.94%-21.4pp | 45.09%-24.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,490 | $4,975-29.9% | $3,919-10.9% | $4,761-26.7% |
| Participant deferral / active EE | $6,713 | $5,911+13.6% | $5,048+33.0% | $5,982+12.2% |
| Admin fee / account holder | $128 | $11,736-98.9% | $8,927-98.6% | $11,246-98.9% |