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 | $95,420 | $181,894-47.5% | $156,549-39.0% | $273,961-65.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.77% | 30.74%-17.0pp | 32.23%-18.5pp | 41.45%-27.7pp |
| Employer contribution / active EE | $2,028 | $6,248-67.5% | $5,501-63.1% | $4,869-58.4% |
| Participant deferral / active EE | $4,500 | $5,550-18.9% | $4,871-7.6% | $5,287-14.9% |
| Admin fee / account holder | $6 | $15,559-100.0% | $13,027-100.0% | $10,132-99.9% |