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 | $68,936 | $123,793-44.3% | $177,821-61.2% | $79,858-13.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.19% | 22.82%-1.6pp | 48.32%-27.1pp | 31.71%-10.5pp |
| Employer contribution / active EE | $4,919 | $4,095+20.1% | $5,918-16.9% | $2,471+99.1% |
| Participant deferral / active EE | $10,835 | $5,956+81.9% | $7,714+40.5% | $3,740+189.7% |
| Admin fee / account holder | $194 | $7,243-97.3% | $12,427-98.4% | $5,306-96.4% |