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 | $87,346 | $181,894-52.0% | $156,549-44.2% | $273,961-68.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.72% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,425 | $6,248-61.2% | $5,501-55.9% | $4,869-50.2% |
| Participant deferral / active EE | $6,822 | $5,550+22.9% | $4,871+40.0% | $5,287+29.0% |
| Admin fee / account holder | $299 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |