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 | $36,951 | $45,035-17.9% | $62,995-41.3% | $70,131-47.3% |
| Participation rate | 96.8% | 69.5%+27.2pp | 74.8%+22.0pp | 69.5%+27.2pp |
| Annual return | 17.48% | 18.76%-1.3pp | 87.57%-70.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,209 | $2,051+56.4% | $2,759+16.3% | $2,342+37.0% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $154 | $2,834-94.6% | $3,600-95.7% | $4,645-96.7% |