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 7-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 | $40,059 | $109,413-63.4% | $156,263-74.4% | $84,808-52.8% |
| Participation rate | 97.8% | 72.7%+25.1pp | 78.9%+18.9pp | 68.3%+29.5pp |
| Annual return | 21.17% | 20.18%+1.0pp | 59.47%-38.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,929 | $2,907+0.8% | $4,333-32.4% | $2,631+11.3% |
| Participant deferral / active EE | $6,738 | $4,590+46.8% | $6,158+9.4% | $4,212+60.0% |
| Admin fee / account holder | $75 | $9,357-99.2% | $14,255-99.5% | $7,344-99.0% |