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 | $34,856 | $76,552-54.5% | $123,892-71.9% | $62,891-44.6% |
| Participation rate | 79.7% | 73.0%+6.7pp | 81.4%-1.7pp | 69.3%+10.4pp |
| Annual return | 6.93% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,100 | $2,883+42.2% | $4,617-11.2% | $2,281+79.7% |
| Participant deferral / active EE | $6,860 | $4,840+41.7% | $5,984+14.6% | $3,203+114.2% |
| Admin fee / account holder | $58 | $4,826-98.8% | $8,357-99.3% | $4,296-98.7% |