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 | $52,440 | $153,772-65.9% | $133,980-60.9% | $273,961-80.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.91% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.5pp |
| Employer contribution / active EE | $4,203 | $6,029-30.3% | $5,211-19.4% | $4,869-13.7% |
| Participant deferral / active EE | $6,394 | $6,958-8.1% | $6,282+1.8% | $5,287+20.9% |
| Admin fee / account holder | $14 | $11,765-99.9% | $9,324-99.8% | $10,132-99.9% |