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 | $33,912 | $133,922-74.7% | $116,228-70.8% | $142,382-76.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 10.49% | 147.76%-137.3pp | 90.06%-79.6pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,240 | $3,446-64.0% | $2,994-58.6% | $4,299-71.2% |
| Participant deferral / active EE | $4,173 | $5,672-26.4% | $4,953-15.8% | $6,507-35.9% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |