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 6-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 | $67,117 | $109,881-38.9% | $150,045-55.3% | $84,808-20.9% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 37.86% | 28.25%+9.6pp | 62.55%-24.7pp | 40.90%-3.0pp |
| Employer contribution / active EE | $8,595 | $3,561+141.4% | $4,693+83.1% | $2,631+226.7% |
| Participant deferral / active EE | $12,140 | $6,636+82.9% | $7,997+51.8% | $4,212+188.3% |
| Admin fee / account holder | $85 | $8,568-99.0% | $13,435-99.4% | $7,344-98.8% |