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 | $19,684 | $90,503-78.3% | $78,689-75.0% | $273,961-92.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 61.17% | 75.60%-14.4pp | 62.18%-1.0pp | 41.45%+19.7pp |
| Employer contribution / active EE | $3,407 | $3,176+7.3% | $2,851+19.5% | $4,869-30.0% |
| Participant deferral / active EE | $5,224 | $3,901+33.9% | $3,517+48.5% | $5,287-1.2% |
| Admin fee / account holder | $172 | $5,263-96.7% | $4,510-96.2% | $10,132-98.3% |