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 | $34,025 | $53,127-36.0% | $86,590-60.7% | $70,131-51.5% |
| Participation rate | 80.5% | 65.3%+15.2pp | 73.5%+6.9pp | 69.5%+10.9pp |
| Annual return | 16.91% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,693 | $2,068-18.1% | $2,839-40.4% | $2,342-27.7% |
| Participant deferral / active EE | $2,639 | $2,696-2.1% | $3,609-26.9% | $3,332-20.8% |
| Admin fee / account holder | $36 | $3,585-99.0% | $4,906-99.3% | $4,645-99.2% |