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 | $74,435 | $180,028-58.7% | $138,135-46.1% | $158,922-53.2% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 8.28% | 21.68%-13.4pp | 20.51%-12.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $22,518 | $7,717+191.8% | $6,431+250.1% | $5,982+276.4% |
| Admin fee / account holder | $20 | $17,912-99.9% | $11,856-99.8% | $11,246-99.8% |