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 | $68,116 | $77,899-12.6% | $149,673-54.5% | $75,163-9.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.10% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,266 | $3,137+36.0% | $4,818-11.5% | $2,670+59.8% |
| Participant deferral / active EE | $4,453 | $3,411+30.5% | $5,680-21.6% | $4,125+7.9% |
| Admin fee / account holder | $135 | $5,956-97.7% | $13,210-99.0% | $5,651-97.6% |