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 | $37,512 | $53,127-29.4% | $86,590-56.7% | $70,131-46.5% |
| Participation rate | 70.5% | 65.3%+5.1pp | 73.5%-3.1pp | 69.5%+0.9pp |
| Annual return | 18.11% | 27.66%-9.6pp | 964.84%-946.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $854 | $2,068-58.7% | $2,839-69.9% | $2,342-63.6% |
| Participant deferral / active EE | $3,924 | $2,696+45.5% | $3,609+8.7% | $3,332+17.8% |
| Admin fee / account holder | $287 | $3,585-92.0% | $4,906-94.1% | $4,645-93.8% |