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 3-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 | $35,588 | $89,753-60.3% | $107,525-66.9% | $84,808-58.0% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 24.53% | 29.48%-5.0pp | 181.32%-156.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $2,244 | $3,113-27.9% | $3,754-40.2% | $2,631-14.7% |
| Participant deferral / active EE | $4,339 | $4,056+7.0% | $5,116-15.2% | $4,212+3.0% |
| Admin fee / account holder | $6 | $7,222-99.9% | $8,919-99.9% | $7,344-99.9% |