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 | $38,828 | $77,813-50.1% | $123,544-68.6% | $64,186-39.5% |
| Participation rate | 82.9% | 74.7%+8.2pp | 82.3%+0.6pp | 69.6%+13.4pp |
| Annual return | -6.52% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,212 | $3,014+72.9% | $4,628+12.6% | $2,381+118.9% |
| Participant deferral / active EE | $6,483 | $5,240+23.7% | $6,426+0.9% | $3,470+86.8% |
| Admin fee / account holder | $3 | $5,519-100.0% | $9,284-100.0% | $4,888-99.9% |