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 | $50,914 | $99,341-48.7% | $84,750-39.9% | $273,961-81.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.98% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,941 | $4,214+17.3% | $3,574+38.2% | $4,869+1.5% |
| Participant deferral / active EE | $3,608 | $4,269-15.5% | $3,712-2.8% | $5,287-31.8% |
| Admin fee / account holder | $175 | $6,644-97.4% | $5,332-96.7% | $10,132-98.3% |