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 3-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 | $39,051 | $77,503-49.6% | $100,391-61.1% | $80,856-51.7% |
| Participation rate | 92.6% | 76.9%+15.6pp | 81.5%+11.1pp | 67.6%+25.0pp |
| Annual return | 61.17% | 37.20%+24.0pp | 49.20%+12.0pp | 35.59%+25.6pp |
| Employer contribution / active EE | $5,671 | $2,801+102.5% | $3,942+43.9% | $2,755+105.9% |
| Participant deferral / active EE | $11,694 | $6,820+71.5% | $8,082+44.7% | $4,296+172.2% |
| Admin fee / account holder | $146 | $5,897-97.5% | $7,899-98.2% | $6,918-97.9% |