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 | $51,607 | $70,475-26.8% | $100,516-48.7% | $79,858-35.4% |
| Participation rate | 77.8% | 73.7%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 25.15% | 21.90%+3.3pp | 30.89%-5.7pp | 31.71%-6.6pp |
| Employer contribution / active EE | $3,554 | $2,165+64.2% | $3,418+4.0% | $2,471+43.9% |
| Participant deferral / active EE | $8,169 | $5,181+57.7% | $6,270+30.3% | $3,740+118.4% |
| Admin fee / account holder | $111 | $4,478-97.5% | $8,081-98.6% | $5,306-97.9% |