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 | $41,647 | $109,881-62.1% | $150,045-72.2% | $84,808-50.9% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 17.17% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,100 | $3,561-12.9% | $4,693-33.9% | $2,631+17.8% |
| Participant deferral / active EE | $7,136 | $6,636+7.5% | $7,997-10.8% | $4,212+69.4% |
| Admin fee / account holder | $218 | $8,568-97.5% | $13,435-98.4% | $7,344-97.0% |