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 4-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 | $31,949 | $80,673-60.4% | $101,326-68.5% | $84,808-62.3% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 66.32% | 38.95%+27.4pp | 36.82%+29.5pp | 40.90%+25.4pp |
| Employer contribution / active EE | $4,470 | $2,698+65.7% | $3,665+22.0% | $2,631+69.9% |
| Participant deferral / active EE | $10,207 | $6,840+49.2% | $7,994+27.7% | $4,212+142.3% |
| Admin fee / account holder | $30 | $12,784-99.8% | $11,185-99.7% | $7,344-99.6% |