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 | $44,325 | $61,774-28.2% | $97,226-54.4% | $80,856-45.2% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.7%+24.0pp | 67.6%+29.0pp |
| Annual return | 37.24% | -557.90%+595.1pp | 75.13%-37.9pp | 35.59%+1.6pp |
| Employer contribution / active EE | $2,519 | $1,837+37.2% | $2,729-7.7% | $2,755-8.6% |
| Participant deferral / active EE | $5,425 | $3,029+79.1% | $4,264+27.2% | $4,296+26.3% |
| Admin fee / account holder | $228 | $5,166-95.6% | $5,654-96.0% | $6,918-96.7% |