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 | $59,680 | $99,877-40.2% | $84,966-29.8% | $145,922-59.1% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 11.33% | 83.76%-72.4pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,015 | $3,231+86.1% | $2,727+120.6% | $4,660+29.1% |
| Participant deferral / active EE | $9,211 | $5,291+74.1% | $4,519+103.8% | $6,688+37.7% |
| Admin fee / account holder | $126 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |