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 | $37,026 | $81,248-54.4% | $155,509-76.2% | $80,856-54.2% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 14.55% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,334 | $3,100+72.1% | $4,672+14.2% | $2,755+93.6% |
| Participant deferral / active EE | $3,539 | $3,452+2.5% | $5,626-37.1% | $4,296-17.6% |
| Admin fee / account holder | $39 | $7,997-99.5% | $15,912-99.8% | $6,918-99.4% |