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 | $70,575 | $103,376-31.7% | $87,100-19.0% | $152,861-53.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 13.78% | 28.10%-14.3pp | 28.19%-14.4pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,578 | $3,220-51.0% | $2,521-37.4% | $4,762-66.9% |
| Participant deferral / active EE | $2,638 | $4,778-44.8% | $4,049-34.8% | $5,850-54.9% |
| Admin fee / account holder | $298 | $12,205-97.6% | $7,497-96.0% | $11,596-97.4% |