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 | $54,907 | $110,257-50.2% | $96,544-43.1% | $139,434-60.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.25% | 26.32%-14.1pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,248 | $3,620-37.9% | $2,965-24.2% | $4,751-52.7% |
| Participant deferral / active EE | $2,712 | $5,548-51.1% | $4,851-44.1% | $6,710-59.6% |
| Admin fee / account holder | $280 | $11,591-97.6% | $8,252-96.6% | $11,403-97.5% |