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 10-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 | $57,263 | $109,413-47.7% | $156,263-63.4% | $84,808-32.5% |
| Participation rate | 95.1% | 72.7%+22.4pp | 78.9%+16.2pp | 68.3%+26.8pp |
| Annual return | 18.56% | 20.18%-1.6pp | 59.47%-40.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,819 | $2,907-3.0% | $4,333-35.0% | $2,631+7.1% |
| Participant deferral / active EE | $4,893 | $4,590+6.6% | $6,158-20.5% | $4,212+16.2% |
| Admin fee / account holder | $177 | $9,357-98.1% | $14,255-98.8% | $7,344-97.6% |