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 | $74,941 | $109,359-31.5% | $162,163-53.8% | $72,985+2.7% |
| Participation rate | 75.5% | 84.3%-8.7pp | 87.6%-12.0pp | 69.5%+6.0pp |
| Annual return | 31.60% | 25.46%+6.1pp | 115.59%-84.0pp | 81.00%-49.4pp |
| Employer contribution / active EE | $1,891 | $3,907-51.6% | $5,614-66.3% | $2,440-22.5% |
| Participant deferral / active EE | $3,891 | $5,481-29.0% | $7,298-46.7% | $3,607+7.9% |
| Admin fee / account holder | $48 | $7,972-99.4% | $10,843-99.6% | $5,124-99.1% |