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 | $44,821 | $99,652-55.0% | $78,778-43.1% | $147,584-69.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 13.37% | 47.28%-33.9pp | 35.62%-22.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,803 | $2,796-35.5% | $1,986-9.2% | $4,876-63.0% |
| Participant deferral / active EE | $3,956 | $3,664+8.0% | $2,958+33.7% | $5,439-27.3% |
| Admin fee / account holder | $147 | $7,155-97.9% | $5,134-97.1% | $10,885-98.6% |