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 | $43,461 | $227,553-80.9% | $189,557-77.1% | $167,490-74.1% |
| Participation rate | 71.4% | 82.5%-11.1pp | 78.4%-7.0pp | 82.1%-10.7pp |
| Annual return | 17.91% | 78.40%-60.5pp | 64.17%-46.3pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,978 | $5,316-62.8% | $4,412-55.2% | $4,837-59.1% |
| Participant deferral / active EE | $3,411 | $7,002-51.3% | $6,174-44.8% | $6,341-46.2% |
| Admin fee / account holder | $24 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |