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 4-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 | $27,295 | $81,460-66.5% | $103,333-73.6% | $80,856-66.2% |
| Participation rate | 73.1% | 66.8%+6.2pp | 74.5%-1.4pp | 67.6%+5.4pp |
| Annual return | 14.07% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,124 | $3,105-31.6% | $3,868-45.1% | $2,755-22.9% |
| Participant deferral / active EE | $3,220 | $3,869-16.8% | $5,057-36.3% | $4,296-25.0% |
| Admin fee / account holder | $263 | $6,566-96.0% | $8,355-96.9% | $6,918-96.2% |