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 | $66,451 | $135,952-51.1% | $123,892-46.4% | $273,961-75.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.91% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $8,217 | $5,170+58.9% | $4,617+78.0% | $4,869+68.8% |
| Participant deferral / active EE | $12,019 | $6,343+89.5% | $5,984+100.8% | $5,287+127.3% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,132-99.9% |