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 | $32,951 | $53,516-38.4% | $126,539-74.0% | $84,808-61.1% |
| Participation rate | 92.0% | 58.2%+33.8pp | 69.8%+22.2pp | 68.3%+23.7pp |
| Annual return | 20.11% | 58.34%-38.2pp | 425.95%-405.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,313 | $1,535+50.7% | $3,674-37.1% | $2,631-12.1% |
| Participant deferral / active EE | $2,825 | $2,671+5.8% | $4,083-30.8% | $4,212-32.9% |
| Admin fee / account holder | $41 | $4,497-99.1% | $6,065-99.3% | $7,344-99.4% |