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 | $76,696 | $81,248-5.6% | $155,509-50.7% | $80,856-5.1% |
| Participation rate | 94.9% | 66.2%+28.6pp | 78.2%+16.7pp | 67.6%+27.2pp |
| Annual return | 11.28% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,946 | $3,100-5.0% | $4,672-36.9% | $2,755+6.9% |
| Participant deferral / active EE | $2,691 | $3,452-22.0% | $5,626-52.2% | $4,296-37.3% |
| Admin fee / account holder | $166 | $7,997-97.9% | $15,912-99.0% | $6,918-97.6% |