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 | $43,765 | $86,286-49.3% | $111,297-60.7% | $85,850-49.0% |
| Participation rate | 95.9% | 73.3%+22.6pp | 77.3%+18.6pp | 69.3%+26.6pp |
| Annual return | 18.72% | 19.99%-1.3pp | 54.65%-35.9pp | 318.53%-299.8pp |
| Employer contribution / active EE | $539 | $2,043-73.6% | $2,731-80.3% | $2,565-79.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $97 | $8,188-98.8% | $7,964-98.8% | $6,260-98.5% |