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 | $41,639 | $77,634-46.4% | $156,549-73.4% | $62,891-33.8% |
| Participation rate | 96.4% | 71.2%+25.2pp | 84.0%+12.4pp | 69.3%+27.1pp |
| Annual return | 8.98% | 50.32%-41.3pp | 32.23%-23.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,593 | $3,444+4.3% | $5,501-34.7% | $2,281+57.5% |
| Participant deferral / active EE | $1,903 | $3,045-37.5% | $4,871-60.9% | $3,203-40.6% |
| Admin fee / account holder | $2 | $5,561-100.0% | $13,027-100.0% | $4,296-99.9% |