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 10-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 | $52,746 | $163,101-67.7% | $136,749-61.4% | $142,382-63.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.68% | 27.54%-9.9pp | 24.33%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,656 | $4,117+61.7% | $3,400+95.8% | $4,299+54.8% |
| Participant deferral / active EE | $5,941 | $5,585+6.4% | $4,692+26.6% | $6,507-8.7% |
| Admin fee / account holder | $67 | $14,318-99.5% | $11,386-99.4% | $12,624-99.5% |