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 | $79,585 | $135,952-41.5% | $123,892-35.8% | $273,961-71.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.91% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,104 | $5,170-40.0% | $4,617-32.8% | $4,869-36.3% |
| Participant deferral / active EE | $12,201 | $6,343+92.4% | $5,984+103.9% | $5,287+130.8% |
| Admin fee / account holder | $84 | $9,817-99.1% | $8,357-99.0% | $10,132-99.2% |