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 | $43,108 | $69,515-38.0% | $86,874-50.4% | $85,850-49.8% |
| Participation rate | 96.0% | 66.3%+29.7pp | 71.6%+24.4pp | 69.3%+26.7pp |
| Annual return | 15.16% | 20.12%-5.0pp | 63.52%-48.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,848 | $1,880-1.7% | $2,495-26.0% | $2,565-28.0% |
| Participant deferral / active EE | $4,547 | $2,919+55.8% | $3,699+22.9% | $3,952+15.1% |
| Admin fee / account holder | $40 | $5,972-99.3% | $5,828-99.3% | $6,260-99.4% |