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 | $85,575 | $109,881-22.1% | $150,045-43.0% | $84,808+0.9% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 20.27% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,334 | $3,561-6.4% | $4,693-29.0% | $2,631+26.7% |
| Participant deferral / active EE | $8,063 | $6,636+21.5% | $7,997+0.8% | $4,212+91.4% |
| Admin fee / account holder | $90 | $8,568-98.9% | $13,435-99.3% | $7,344-98.8% |