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 | $76,490 | $181,894-57.9% | $156,549-51.1% | $273,961-72.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.43% | 30.74%-20.3pp | 32.23%-21.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,384 | $6,248-61.8% | $5,501-56.7% | $4,869-51.0% |
| Participant deferral / active EE | $8,400 | $5,550+51.4% | $4,871+72.4% | $5,287+58.9% |
| Admin fee / account holder | $2 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |