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 10-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 | $38,583 | $67,606-42.9% | $82,313-53.1% | $70,131-45.0% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.9%-2.6pp | 69.5%+4.7pp |
| Annual return | 25.19% | 21.57%+3.6pp | 25.88%-0.7pp | 73.14%-48.0pp |
| Employer contribution / active EE | $1,605 | $1,755-8.5% | $2,428-33.9% | $2,342-31.5% |
| Participant deferral / active EE | $2,494 | $2,987-16.5% | $3,706-32.7% | $3,332-25.2% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |