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 | $21,039 | $81,248-74.1% | $155,509-86.5% | $80,856-74.0% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 18.66% | 33.31%-14.6pp | 64.67%-46.0pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,310 | $3,100-25.5% | $4,672-50.6% | $2,755-16.2% |
| Participant deferral / active EE | $4,161 | $3,452+20.6% | $5,626-26.0% | $4,296-3.1% |
| Admin fee / account holder | $276 | $7,997-96.6% | $15,912-98.3% | $6,918-96.0% |