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 | $40,036 | $72,277-44.6% | $101,248-60.5% | $79,858-49.9% |
| Participation rate | 91.4% | 68.5%+23.0pp | 75.8%+15.6pp | 69.6%+21.8pp |
| Annual return | 11.99% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $714 | $2,692-73.5% | $3,660-80.5% | $2,471-71.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $115 | $4,400-97.4% | $5,945-98.1% | $5,306-97.8% |