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 9-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 | $30,300 | $64,324-52.9% | $118,925-74.5% | $79,858-62.1% |
| Participation rate | 84.4% | 64.9%+19.5pp | 75.4%+9.0pp | 69.6%+14.7pp |
| Annual return | 21.00% | 86.45%-65.5pp | 35.88%-14.9pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,683 | $1,836+46.1% | $3,263-17.8% | $2,471+8.6% |
| Participant deferral / active EE | $4,011 | $2,824+42.0% | $4,265-6.0% | $3,740+7.2% |
| Admin fee / account holder | $174 | $4,040-95.7% | $6,581-97.4% | $5,306-96.7% |