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 | $43,775 | $72,277-39.4% | $101,248-56.8% | $79,858-45.2% |
| Participation rate | 82.1% | 68.5%+13.7pp | 75.8%+6.3pp | 69.6%+12.5pp |
| Annual return | 21.73% | 22.30%-0.6pp | 46.47%-24.7pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,640 | $2,692-39.1% | $3,660-55.2% | $2,471-33.6% |
| Participant deferral / active EE | $4,128 | $3,282+25.8% | $4,370-5.5% | $3,740+10.4% |
| Admin fee / account holder | $6 | $4,400-99.9% | $5,945-99.9% | $5,306-99.9% |