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 | $40,970 | $150,440-72.8% | $136,294-69.9% | $147,584-72.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 12.96% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,230 | $5,256-76.6% | $4,695-73.8% | $4,876-74.8% |
| Participant deferral / active EE | $6,270 | $6,630-5.4% | $6,247+0.4% | $5,439+15.3% |
| Admin fee / account holder | $216 | $10,905-98.0% | $9,243-97.7% | $10,885-98.0% |