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 | $41,300 | $116,175-64.4% | $93,606-55.9% | $152,861-73.0% |
| Participation rate | 81.0% | 78.0%+2.9pp | 75.8%+5.1pp | 82.4%-1.5pp |
| Annual return | 35.19% | 35.96%-0.8pp | 32.76%+2.4pp | 345.32%-310.1pp |
| Employer contribution / active EE | $3,800 | $3,218+18.1% | $2,718+39.8% | $4,762-20.2% |
| Participant deferral / active EE | $4,254 | $4,603-7.6% | $4,069+4.6% | $5,850-27.3% |
| Admin fee / account holder | $70 | $10,748-99.3% | $7,888-99.1% | $11,596-99.4% |