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 | $41,865 | $144,119-71.0% | $117,854-64.5% | $147,584-71.6% |
| Participation rate | 73.7% | 83.4%-9.7pp | 79.7%-6.0pp | 82.8%-9.1pp |
| Annual return | 16.14% | 531.15%-515.0pp | 335.08%-318.9pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,615 | $4,896-67.0% | $3,786-57.4% | $4,876-66.9% |
| Participant deferral / active EE | $2,986 | $5,316-43.8% | $4,482-33.4% | $5,439-45.1% |
| Admin fee / account holder | $184 | $10,886-98.3% | $8,020-97.7% | $10,885-98.3% |