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 | $75,905 | $153,772-50.6% | $133,980-43.3% | $273,961-72.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.93% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.5pp |
| Employer contribution / active EE | $4,290 | $6,029-28.8% | $5,211-17.7% | $4,869-11.9% |
| Participant deferral / active EE | $8,658 | $6,958+24.4% | $6,282+37.8% | $5,287+63.8% |
| Admin fee / account holder | $13 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |