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 7-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 | $37,298 | $80,717-53.8% | $154,803-75.9% | $84,808-56.0% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 19.43% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,867 | $2,761+3.8% | $4,305-33.4% | $2,631+9.0% |
| Participant deferral / active EE | $5,493 | $3,303+66.3% | $5,540-0.9% | $4,212+30.4% |
| Admin fee / account holder | $79 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |