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 6-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 | $33,844 | $63,355-46.6% | $91,989-63.2% | $72,985-53.6% |
| Participation rate | 84.8% | 72.5%+12.3pp | 78.6%+6.2pp | 69.5%+15.3pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,251 | $2,116+53.7% | $3,452-5.8% | $2,440+33.2% |
| Participant deferral / active EE | $8,811 | $4,883+80.4% | $5,923+48.8% | $3,607+144.2% |
| Admin fee / account holder | $101 | $4,668-97.8% | $7,743-98.7% | $5,124-98.0% |