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 | $69,594 | $181,894-61.7% | $156,549-55.5% | $273,961-74.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.41% | 30.74%-19.3pp | 32.23%-20.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,330 | $6,248-78.7% | $5,501-75.8% | $4,869-72.7% |
| Participant deferral / active EE | $8,276 | $5,550+49.1% | $4,871+69.9% | $5,287+56.5% |
| Admin fee / account holder | $50 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |