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 | $55,710 | $106,515-47.7% | $96,683-42.4% | $139,434-60.0% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 12.32% | 38.43%-26.1pp | 35.69%-23.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,922 | $4,103-53.2% | $3,737-48.6% | $4,751-59.5% |
| Participant deferral / active EE | $7,512 | $5,454+37.7% | $4,878+54.0% | $6,710+11.9% |
| Admin fee / account holder | $38 | $7,877-99.5% | $6,730-99.4% | $11,403-99.7% |