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 | $43,934 | $77,419-43.3% | $69,455-36.7% | $152,861-71.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 20.45% | 39.06%-18.6pp | 28.97%-8.5pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,967 | $3,315-40.7% | $2,779-29.2% | $4,762-58.7% |
| Participant deferral / active EE | $3,389 | $4,414-23.2% | $3,535-4.1% | $5,850-42.1% |
| Admin fee / account holder | $54 | $6,207-99.1% | $3,839-98.6% | $11,596-99.5% |