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 | $88,147 | $135,952-35.2% | $123,892-28.9% | $273,961-67.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.34% | 56.63%-45.3pp | 47.52%-36.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $2,244 | $5,170-56.6% | $4,617-51.4% | $4,869-53.9% |
| Participant deferral / active EE | $5,699 | $6,343-10.1% | $5,984-4.8% | $5,287+7.8% |
| Admin fee / account holder | $23 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |