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 5-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 | $72,276 | $81,248-11.0% | $155,509-53.5% | $80,856-10.6% |
| Participation rate | 97.8% | 66.2%+31.6pp | 78.2%+19.6pp | 67.6%+30.2pp |
| Annual return | 16.76% | 33.31%-16.6pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $7,471 | $3,100+141.0% | $4,672+59.9% | $2,755+171.2% |
| Participant deferral / active EE | $8,101 | $3,452+134.7% | $5,626+44.0% | $4,296+88.6% |
| Admin fee / account holder | $174 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |