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 | $68,436 | $89,355-23.4% | $141,162-51.5% | $72,985-6.2% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 24.89% | 111.85%-87.0pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $4,791 | $3,114+53.8% | $4,735+1.2% | $2,440+96.4% |
| Participant deferral / active EE | $3,754 | $5,418-30.7% | $6,709-44.1% | $3,607+4.1% |
| Admin fee / account holder | $95 | $5,958-98.4% | $10,261-99.1% | $5,124-98.1% |