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 | $40,181 | $112,096-64.2% | $95,952-58.1% | $158,922-74.7% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 18.24% | 171.09%-152.9pp | 91.61%-73.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,236 | $3,198-61.3% | $2,541-51.3% | $4,761-74.0% |
| Participant deferral / active EE | $3,299 | $4,784-31.0% | $4,167-20.8% | $5,982-44.8% |
| Admin fee / account holder | $200 | $10,130-98.0% | $6,795-97.1% | $11,246-98.2% |