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 9-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 | $37,794 | $51,576-26.7% | $129,207-70.7% | $80,856-53.3% |
| Participation rate | 87.2% | 57.0%+30.2pp | 69.6%+17.6pp | 67.6%+19.5pp |
| Annual return | 15.37% | 20.81%-5.4pp | 9417.33%-9402.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,811 | $1,584+14.4% | $4,153-56.4% | $2,755-34.2% |
| Participant deferral / active EE | $2,897 | $2,669+8.6% | $4,168-30.5% | $4,296-32.6% |
| Admin fee / account holder | $17 | $4,305-99.6% | $7,715-99.8% | $6,918-99.8% |