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 | $82,409 | $60,022+37.3% | $88,946-7.3% | $84,808-2.8% |
| Participation rate | 80.6% | 57.8%+22.7pp | 68.8%+11.7pp | 68.3%+12.2pp |
| Annual return | 22.04% | 22.43%-0.4pp | 57.82%-35.8pp | 40.90%-18.9pp |
| Employer contribution / active EE | $4,665 | $1,703+173.9% | $2,555+82.6% | $2,631+77.3% |
| Participant deferral / active EE | $8,994 | $3,114+188.8% | $4,581+96.3% | $4,212+113.6% |
| Admin fee / account holder | $34 | $4,811-99.3% | $8,261-99.6% | $7,344-99.5% |