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 | $67,686 | $181,894-62.8% | $156,549-56.8% | $273,961-75.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.26% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $4,753 | $6,248-23.9% | $5,501-13.6% | $4,869-2.4% |
| Participant deferral / active EE | $4,102 | $5,550-26.1% | $4,871-15.8% | $5,287-22.4% |
| Admin fee / account holder | $234 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |