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 | $21,701 | $105,630-79.5% | $87,507-75.2% | $273,961-92.1% |
| Participation rate | 92.9% | 78.2%+14.7pp | 73.8%+19.0pp | 83.0%+9.8pp |
| Annual return | 24.73% | 12.25%+12.5pp | 12.21%+12.5pp | 41.45%-16.7pp |
| Employer contribution / active EE | $8,701 | $3,141+177.1% | $2,550+241.3% | $4,869+78.7% |
| Participant deferral / active EE | $9,595 | $3,601+166.5% | $3,149+204.7% | $5,287+81.5% |
| Admin fee / account holder | $11 | $4,781-99.8% | $4,221-99.7% | $10,132-99.9% |