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 | $56,156 | $159,602-64.8% | $150,045-62.6% | $142,382-60.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.19% | 70.24%-53.0pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $9,516 | $4,961+91.8% | $4,693+102.8% | $4,299+121.3% |
| Participant deferral / active EE | $18,675 | $8,310+124.7% | $7,997+133.5% | $6,507+187.0% |
| Admin fee / account holder | $15 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |