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 6-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 | $40,213 | $107,452-62.6% | $91,541-56.1% | $142,382-71.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 19.81% | 22.06%-2.2pp | 20.50%-0.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,265 | $2,994-57.8% | $2,505-49.5% | $4,299-70.6% |
| Participant deferral / active EE | $1,912 | $4,754-59.8% | $4,008-52.3% | $6,507-70.6% |
| Admin fee / account holder | $86 | $8,834-99.0% | $6,956-98.8% | $12,624-99.3% |