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 | $30,909 | $109,327-71.7% | $89,391-65.4% | $158,922-80.6% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 12.43% | 345.68%-333.2pp | 245.62%-233.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,005 | $3,170-36.7% | $2,586-22.4% | $4,761-57.9% |
| Participant deferral / active EE | $3,659 | $4,598-20.4% | $3,890-5.9% | $5,982-38.8% |
| Admin fee / account holder | $155 | $6,153-97.5% | $4,881-96.8% | $11,246-98.6% |