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 | $83,314 | $65,685+26.8% | $57,179+45.7% | $273,961-69.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.64% | 21.99%-11.3pp | 14.59%-3.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $5,750 | $3,279+75.4% | $2,682+114.4% | $4,869+18.1% |
| Participant deferral / active EE | $15,962 | $3,782+322.1% | $3,096+415.6% | $5,287+201.9% |
| Admin fee / account holder | $72 | $4,835-98.5% | $3,139-97.7% | $10,132-99.3% |