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 | $55,266 | $43,327+27.6% | $59,878-7.7% | $64,186-13.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 14.18% | -1.55%+15.7pp | 3.46%+10.7pp | 7.63%+6.5pp |
| Employer contribution / active EE | $1,657 | $2,028-18.3% | $2,722-39.1% | $2,381-30.4% |
| Participant deferral / active EE | $1,769 | $2,546-30.5% | $3,402-48.0% | $3,470-49.0% |
| Admin fee / account holder | $137 | $3,005-95.4% | $3,590-96.2% | $4,888-97.2% |