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 | $28,362 | $74,927-62.1% | $101,794-72.1% | $84,808-66.6% |
| Participation rate | 71.9% | 61.4%+10.5pp | 69.2%+2.7pp | 68.3%+3.6pp |
| Annual return | 16.78% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,947 | $1,522+93.6% | $2,289+28.7% | $2,631+12.0% |
| Participant deferral / active EE | $4,468 | $3,099+44.2% | $4,084+9.4% | $4,212+6.1% |
| Admin fee / account holder | $92 | $6,514-98.6% | $8,777-99.0% | $7,344-98.8% |