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 | $29,552 | $49,227-40.0% | $70,449-58.1% | $79,858-63.0% |
| Participation rate | 73.1% | 69.2%+3.9pp | 75.1%-2.0pp | 69.6%+3.4pp |
| Annual return | 46.09% | 30.06%+16.0pp | 109.03%-62.9pp | 31.71%+14.4pp |
| Employer contribution / active EE | $1,455 | $2,099-30.7% | $2,737-46.8% | $2,471-41.1% |
| Participant deferral / active EE | $1,866 | $2,768-32.6% | $3,709-49.7% | $3,740-50.1% |
| Admin fee / account holder | $162 | $2,878-94.4% | $3,845-95.8% | $5,306-97.0% |