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 | $67,688 | $140,940-52.0% | $112,229-39.7% | $139,434-51.5% |
| Participation rate | 90.5% | 79.2%+11.3pp | 72.4%+18.0pp | 80.3%+10.2pp |
| Annual return | 20.95% | 32.71%-11.8pp | 30.20%-9.2pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,561 | $4,283-16.9% | $3,430+3.8% | $4,751-25.0% |
| Participant deferral / active EE | $4,554 | $5,874-22.5% | $4,798-5.1% | $6,710-32.1% |
| Admin fee / account holder | $286 | $9,954-97.1% | $7,748-96.3% | $11,403-97.5% |