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 | $55,065 | $153,772-64.2% | $133,980-58.9% | $273,961-79.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.54% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,132 | $6,029-31.5% | $5,211-20.7% | $4,869-15.1% |
| Participant deferral / active EE | $8,911 | $6,958+28.1% | $6,282+41.9% | $5,287+68.5% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |