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 | $67,385 | $117,983-42.9% | $101,794-33.8% | $142,382-52.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.76% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,474 | $2,773+25.3% | $2,289+51.8% | $4,299-19.2% |
| Participant deferral / active EE | $4,531 | $4,714-3.9% | $4,084+10.9% | $6,507-30.4% |
| Admin fee / account holder | $64 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |