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 | $80,818 | $40,949+97.4% | $220,109-63.3% | $40,949+97.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 100.0%0pp | 68.5%+31.5pp |
| Annual return | 11.35% | 8.88%+2.5pp | 11.11%+0.2pp | 8.88%+2.5pp |
| Employer contribution / active EE | $2,909 | $3,421-15.0% | $6,568-55.7% | $3,421-15.0% |
| Participant deferral / active EE | $8,647 | $4,053+113.4% | $5,550+55.8% | $4,053+113.4% |
| Admin fee / account holder | $68 | $6,886-99.0% | $1,643-95.9% | $6,886-99.0% |