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 4-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 | $39,659 | $101,724-61.0% | $164,813-75.9% | $80,856-51.0% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.6%+29.5pp |
| Annual return | 15.87% | 16.72%-0.8pp | 69.93%-54.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $9,037 | $2,953+206.0% | $4,341+108.2% | $2,755+228.1% |
| Participant deferral / active EE | $5,699 | $4,477+27.3% | $6,031-5.5% | $4,296+32.7% |
| Admin fee / account holder | $41 | $8,227-99.5% | $12,690-99.7% | $6,918-99.4% |