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 | $39,135 | $65,041-39.8% | $90,951-57.0% | $79,858-51.0% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.0%+15.6pp | 69.6%+15.0pp |
| Annual return | 14.62% | 30.45%-15.8pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,964 | $1,247+57.5% | $2,122-7.4% | $2,471-20.5% |
| Participant deferral / active EE | $3,364 | $2,512+33.9% | $3,373-0.3% | $3,740-10.0% |
| Admin fee / account holder | $259 | $4,536-94.3% | $5,959-95.6% | $5,306-95.1% |