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 | $69,777 | $118,450-41.1% | $98,439-29.1% | $139,434-50.0% |
| Participation rate | 92.9% | 77.4%+15.4pp | 75.2%+17.7pp | 80.3%+12.5pp |
| Annual return | 23.49% | 18.94%+4.5pp | 21.16%+2.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $4,666 | $3,609+29.3% | $3,048+53.1% | $4,751-1.8% |
| Participant deferral / active EE | $9,201 | $5,392+70.7% | $4,738+94.2% | $6,710+37.1% |
| Admin fee / account holder | $224 | $14,026-98.4% | $8,948-97.5% | $11,403-98.0% |