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 | $35,013 | $39,122-10.5% | $57,179-38.8% | $62,891-44.3% |
| Participation rate | 92.0% | 70.5%+21.5pp | 75.3%+16.7pp | 69.3%+22.7pp |
| Annual return | 6.54% | 9.23%-2.7pp | 14.59%-8.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,583 | $1,874+91.2% | $2,682+33.6% | $2,281+57.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $200 | $2,592-92.3% | $3,139-93.6% | $4,296-95.4% |