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 | $84,128 | $181,894-53.7% | $156,549-46.3% | $273,961-69.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.47% | 30.74%-17.3pp | 32.23%-18.8pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,928 | $6,248-69.1% | $5,501-65.0% | $4,869-60.4% |
| Participant deferral / active EE | $2,116 | $5,550-61.9% | $4,871-56.6% | $5,287-60.0% |
| Admin fee / account holder | $61 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |