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 | $70,148 | $135,952-48.4% | $123,892-43.4% | $273,961-74.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.61% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,230 | $5,170-18.2% | $4,617-8.4% | $4,869-13.1% |
| Participant deferral / active EE | $11,159 | $6,343+75.9% | $5,984+86.5% | $5,287+111.1% |
| Admin fee / account holder | $255 | $9,817-97.4% | $8,357-96.9% | $10,132-97.5% |