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 | $50,919 | $136,307-62.6% | $106,619-52.2% | $273,961-81.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.14% | 11.05%-2.9pp | 9.42%-1.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,855 | $5,190-45.0% | $3,947-27.7% | $4,869-41.4% |
| Participant deferral / active EE | $9,420 | $4,969+89.6% | $3,930+139.7% | $5,287+78.2% |
| Admin fee / account holder | $150 | $8,625-98.3% | $6,418-97.7% | $10,132-98.5% |