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 | $71,146 | $133,922-46.9% | $116,228-38.8% | $142,382-50.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.75% | 147.76%-129.0pp | 90.06%-71.3pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,277 | $3,446-4.9% | $2,994+9.4% | $4,299-23.8% |
| Participant deferral / active EE | $4,229 | $5,672-25.4% | $4,953-14.6% | $6,507-35.0% |
| Admin fee / account holder | $157 | $14,945-99.0% | $11,989-98.7% | $12,624-98.8% |