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 | $112,309 | $181,894-38.3% | $156,549-28.3% | $273,961-59.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.69% | 30.74%-27.1pp | 32.23%-28.5pp | 41.45%-37.8pp |
| Employer contribution / active EE | $3,627 | $6,248-41.9% | $5,501-34.1% | $4,869-25.5% |
| Participant deferral / active EE | $6,744 | $5,550+21.5% | $4,871+38.5% | $5,287+27.6% |
| Admin fee / account holder | $170 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |