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 | $59,668 | $94,338-36.8% | $100,534-40.6% | $142,382-58.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.29% | 29.20%-13.9pp | 32.66%-17.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,439 | $4,237+28.4% | $4,346+25.1% | $4,299+26.5% |
| Participant deferral / active EE | $7,105 | $5,934+19.7% | $6,144+15.6% | $6,507+9.2% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |