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 | $41,320 | $127,777-67.7% | $106,548-61.2% | $167,490-75.3% |
| Participation rate | 94.7% | 78.3%+16.5pp | 76.1%+18.6pp | 82.1%+12.6pp |
| Annual return | 13.07% | 33.87%-20.8pp | 26.80%-13.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $4,016 | $3,427+17.2% | $2,819+42.5% | $4,837-17.0% |
| Participant deferral / active EE | $3,150 | $5,087-38.1% | $4,398-28.4% | $6,341-50.3% |
| Admin fee / account holder | $152 | $11,228-98.7% | $7,407-98.0% | $12,309-98.8% |