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 | $80,429 | $181,894-55.8% | $156,549-48.6% | $273,961-70.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.01% | 30.74%-20.7pp | 32.23%-22.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,800 | $6,248-55.2% | $5,501-49.1% | $4,869-42.5% |
| Participant deferral / active EE | $6,479 | $5,550+16.7% | $4,871+33.0% | $5,287+22.5% |
| Admin fee / account holder | $38 | $15,559-99.8% | $13,027-99.7% | $10,132-99.6% |