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 | $58,669 | $123,793-52.6% | $177,821-67.0% | $79,858-26.5% |
| Participation rate | 86.0% | 84.7%+1.3pp | 87.7%-1.7pp | 69.6%+16.4pp |
| Annual return | 18.75% | 22.82%-4.1pp | 48.32%-29.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,994 | $5,956-32.9% | $7,714-48.2% | $3,740+6.8% |
| Admin fee / account holder | $257 | $7,243-96.5% | $12,427-97.9% | $5,306-95.2% |