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 | $59,494 | $123,793-51.9% | $177,821-66.5% | $79,858-25.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.39% | 22.82%-3.4pp | 48.32%-28.9pp | 31.71%-12.3pp |
| Employer contribution / active EE | $10,773 | $4,095+163.1% | $5,918+82.0% | $2,471+336.0% |
| Participant deferral / active EE | $8,190 | $5,956+37.5% | $7,714+6.2% | $3,740+119.0% |
| Admin fee / account holder | $199 | $7,243-97.2% | $12,427-98.4% | $5,306-96.2% |