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 | $39,534 | $89,355-55.8% | $141,162-72.0% | $72,985-45.8% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 19.31% | 111.85%-92.5pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,970 | $3,114-4.6% | $4,735-37.3% | $2,440+21.7% |
| Participant deferral / active EE | $2,826 | $5,418-47.8% | $6,709-57.9% | $3,607-21.7% |
| Admin fee / account holder | $6 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |