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 | $62,938 | $135,952-53.7% | $123,892-49.2% | $273,961-77.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.32% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $7,000 | $5,170+35.4% | $4,617+51.6% | $4,869+43.8% |
| Participant deferral / active EE | $2,340 | $6,343-63.1% | $5,984-60.9% | $5,287-55.7% |
| Admin fee / account holder | -$51 | $9,817-100.5% | $8,357-100.6% | $10,132-100.5% |