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 | $105,983 | $135,952-22.0% | $123,892-14.5% | $273,961-61.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.24% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,210 | $5,170-57.3% | $4,617-52.1% | $4,869-54.6% |
| Participant deferral / active EE | $6,031 | $6,343-4.9% | $5,984+0.8% | $5,287+14.1% |
| Admin fee / account holder | $61 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |