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 | $31,744 | $181,894-82.5% | $156,549-79.7% | $273,961-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.31% | 30.74%-20.4pp | 32.23%-21.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,594 | $6,248-58.5% | $5,501-52.8% | $4,869-46.7% |
| Participant deferral / active EE | $7,660 | $5,550+38.0% | $4,871+57.2% | $5,287+44.9% |
| Admin fee / account holder | $109 | $15,559-99.3% | $13,027-99.2% | $10,132-98.9% |