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 | $30,134 | $81,460-63.0% | $103,333-70.8% | $80,856-62.7% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 11.39% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,633 | $3,105+17.0% | $3,868-6.1% | $2,755+31.9% |
| Participant deferral / active EE | $2,451 | $3,869-36.6% | $5,057-51.5% | $4,296-42.9% |
| Admin fee / account holder | $232 | $6,566-96.5% | $8,355-97.2% | $6,918-96.6% |