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 | $28,867 | $93,571-69.1% | $135,903-78.8% | $75,163-61.6% |
| Participation rate | 76.5% | 75.2%+1.3pp | 81.9%-5.4pp | 67.2%+9.3pp |
| Annual return | 22.94% | 30.90%-8.0pp | 68.23%-45.3pp | 160.62%-137.7pp |
| Employer contribution / active EE | $2,013 | $3,537-43.1% | $4,856-58.5% | $2,670-24.6% |
| Participant deferral / active EE | $3,955 | $6,404-38.2% | $7,758-49.0% | $4,125-4.1% |
| Admin fee / account holder | $127 | $6,975-98.2% | $10,762-98.8% | $5,651-97.8% |