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 9-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 | $26,838 | $63,355-57.6% | $91,989-70.8% | $72,985-63.2% |
| Participation rate | 76.0% | 72.5%+3.5pp | 78.6%-2.6pp | 69.5%+6.5pp |
| Annual return | 31.48% | 35.35%-3.9pp | 69.02%-37.5pp | 81.00%-49.5pp |
| Employer contribution / active EE | $3,454 | $2,116+63.3% | $3,452+0.1% | $2,440+41.6% |
| Participant deferral / active EE | $7,328 | $4,883+50.1% | $5,923+23.7% | $3,607+103.1% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |