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 | $79,211 | $110,261-28.2% | $95,745-17.3% | $139,434-43.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.64% | 27.11%-13.5pp | 28.35%-14.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,632 | $3,257-49.9% | $2,835-42.4% | $4,751-65.6% |
| Participant deferral / active EE | $1,037 | $4,676-77.8% | $4,245-75.6% | $6,710-84.6% |
| Admin fee / account holder | $215 | $6,613-96.8% | $5,678-96.2% | $11,403-98.1% |