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 9-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 | $39,464 | $149,679-73.6% | $117,039-66.3% | $147,584-73.3% |
| Participation rate | 70.0% | 83.5%-13.5pp | 77.2%-7.2pp | 82.8%-12.8pp |
| Annual return | 12.49% | 19.31%-6.8pp | 18.95%-6.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $899 | $4,937-81.8% | $3,785-76.3% | $4,876-81.6% |
| Participant deferral / active EE | $1,474 | $4,912-70.0% | $3,929-62.5% | $5,439-72.9% |
| Admin fee / account holder | $165 | $7,856-97.9% | $5,974-97.2% | $10,885-98.5% |