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 | $59,148 | $95,803-38.3% | $113,168-47.7% | $84,808-30.3% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 13.79% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,167 | $2,360-8.2% | $2,975-27.2% | $2,631-17.7% |
| Participant deferral / active EE | $4,886 | $4,242+15.2% | $5,107-4.3% | $4,212+16.0% |
| Admin fee / account holder | $99 | $8,989-98.9% | $12,068-99.2% | $7,344-98.7% |