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 | $30,853 | $135,952-77.3% | $123,892-75.1% | $273,961-88.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.25% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,544 | $5,170+26.6% | $4,617+41.7% | $4,869+34.4% |
| Participant deferral / active EE | $8,242 | $6,343+29.9% | $5,984+37.7% | $5,287+55.9% |
| Admin fee / account holder | $122 | $9,817-98.8% | $8,357-98.5% | $10,132-98.8% |