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 | $45,905 | $127,065-63.9% | $113,168-59.4% | $142,382-67.8% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 18.77% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,059 | $3,442-40.2% | $2,975-30.8% | $4,299-52.1% |
| Participant deferral / active EE | $4,659 | $5,716-18.5% | $5,107-8.8% | $6,507-28.4% |
| Admin fee / account holder | $7 | $15,736-100.0% | $12,068-99.9% | $12,624-99.9% |