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 | $68,184 | $82,882-17.7% | $127,761-46.6% | $72,985-6.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 24.43% | 32.20%-7.8pp | 26.14%-1.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $6,155 | $3,346+83.9% | $4,574+34.6% | $2,440+152.3% |
| Participant deferral / active EE | $7,242 | $4,791+51.2% | $6,021+20.3% | $3,607+100.8% |
| Admin fee / account holder | $161 | $6,487-97.5% | $9,395-98.3% | $5,124-96.9% |