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 | $62,628 | $99,877-37.3% | $84,966-26.3% | $145,922-57.1% |
| Participation rate | 82.4% | 74.1%+8.3pp | 67.5%+14.9pp | 80.3%+2.1pp |
| Annual return | 13.67% | 83.76%-70.1pp | 66.38%-52.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,941 | $3,231-39.9% | $2,727-28.8% | $4,660-58.3% |
| Participant deferral / active EE | $2,225 | $5,291-57.9% | $4,519-50.8% | $6,688-66.7% |
| Admin fee / account holder | $10 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |