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 8-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 | $34,925 | $116,175-69.9% | $93,606-62.7% | $152,861-77.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 25.22% | 35.96%-10.7pp | 32.76%-7.5pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,505 | $3,218-22.2% | $2,718-7.8% | $4,762-47.4% |
| Participant deferral / active EE | $10,132 | $4,603+120.1% | $4,069+149.0% | $5,850+73.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |