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 | $54,843 | $136,307-59.8% | $106,619-48.6% | $273,961-80.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.44% | 11.05%-3.6pp | 9.42%-2.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,785 | $5,190-46.3% | $3,947-29.4% | $4,869-42.8% |
| Participant deferral / active EE | $1,755 | $4,969-64.7% | $3,930-55.3% | $5,287-66.8% |
| Admin fee / account holder | $32 | $8,625-99.6% | $6,418-99.5% | $10,132-99.7% |