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 | $71,191 | $99,341-28.3% | $84,750-16.0% | $273,961-74.0% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 9.92% | 22.93%-13.0pp | 22.78%-12.9pp | 41.45%-31.5pp |
| Employer contribution / active EE | $3,963 | $4,214-6.0% | $3,574+10.9% | $4,869-18.6% |
| Participant deferral / active EE | $10,261 | $4,269+140.4% | $3,712+176.5% | $5,287+94.1% |
| Admin fee / account holder | $10 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |