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 5-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 | $32,874 | $109,881-70.1% | $150,045-78.1% | $84,808-61.2% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 26.58% | 28.25%-1.7pp | 62.55%-36.0pp | 40.90%-14.3pp |
| Employer contribution / active EE | $3,224 | $3,561-9.5% | $4,693-31.3% | $2,631+22.6% |
| Participant deferral / active EE | $6,595 | $6,636-0.6% | $7,997-17.5% | $4,212+56.6% |
| Admin fee / account holder | $237 | $8,568-97.2% | $13,435-98.2% | $7,344-96.8% |