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 | $35,775 | $109,413-67.3% | $156,263-77.1% | $84,808-57.8% |
| Participation rate | 97.0% | 72.7%+24.3pp | 78.9%+18.1pp | 68.3%+28.7pp |
| Annual return | 21.16% | 20.18%+1.0pp | 59.47%-38.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $3,716 | $2,907+27.8% | $4,333-14.2% | $2,631+41.3% |
| Participant deferral / active EE | $6,663 | $4,590+45.2% | $6,158+8.2% | $4,212+58.2% |
| Admin fee / account holder | $78 | $9,357-99.2% | $14,255-99.5% | $7,344-98.9% |