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 | $63,745 | $57,016+11.8% | $84,966-25.0% | $80,856-21.2% |
| Participation rate | 73.0% | 56.3%+16.6pp | 67.5%+5.5pp | 67.6%+5.3pp |
| Annual return | 17.04% | 21.66%-4.6pp | 66.38%-49.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,748 | $1,798+108.5% | $2,727+37.4% | $2,755+36.1% |
| Participant deferral / active EE | $8,312 | $3,110+167.3% | $4,519+83.9% | $4,296+93.5% |
| Admin fee / account holder | $15 | $4,980-99.7% | $6,149-99.8% | $6,918-99.8% |