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 | $39,283 | $89,355-56.0% | $141,162-72.2% | $72,985-46.2% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 39.10% | 111.85%-72.7pp | 71.39%-32.3pp | 81.00%-41.9pp |
| Employer contribution / active EE | $4,502 | $3,114+44.6% | $4,735-4.9% | $2,440+84.5% |
| Participant deferral / active EE | $10,510 | $5,418+94.0% | $6,709+56.7% | $3,607+191.3% |
| Admin fee / account holder | $7 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |