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 | $61,484 | $198,466-69.0% | $170,442-63.9% | $147,584-58.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.00% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,878 | $6,184-21.1% | $5,433-10.2% | $4,8760% |
| Participant deferral / active EE | $2,658 | $5,629-52.8% | $4,939-46.2% | $5,439-51.1% |
| Admin fee / account holder | $286 | $16,852-98.3% | $13,880-97.9% | $10,885-97.4% |