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 | $58,242 | $99,341-41.4% | $84,750-31.3% | $273,961-78.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.36% | 22.93%-17.6pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,381 | $4,269+2.6% | $3,712+18.0% | $5,287-17.1% |
| Admin fee / account holder | $45 | $6,644-99.3% | $5,332-99.1% | $10,132-99.6% |