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 | $39,925 | $171,164-76.7% | $127,761-68.7% | $152,861-73.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 27.39% | 23.54%+3.8pp | 26.14%+1.2pp | 345.32%-317.9pp |
| Employer contribution / active EE | $3,345 | $5,447-38.6% | $4,574-26.9% | $4,762-29.8% |
| Participant deferral / active EE | $6,295 | $7,038-10.6% | $6,021+4.5% | $5,850+7.6% |
| Admin fee / account holder | $147 | $14,530-99.0% | $9,395-98.4% | $11,596-98.7% |