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 8-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 | $28,755 | $70,475-59.2% | $100,516-71.4% | $79,858-64.0% |
| Participation rate | 81.6% | 73.7%+7.9pp | 79.4%+2.2pp | 69.6%+11.9pp |
| Annual return | 32.26% | 21.90%+10.4pp | 30.89%+1.4pp | 31.71%+0.5pp |
| Employer contribution / active EE | $3,275 | $2,165+51.3% | $3,418-4.2% | $2,471+32.5% |
| Participant deferral / active EE | $7,976 | $5,181+53.9% | $6,270+27.2% | $3,740+113.3% |
| Admin fee / account holder | $16 | $4,478-99.6% | $8,081-99.8% | $5,306-99.7% |