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 | $55,833 | $181,894-69.3% | $156,549-64.3% | $273,961-79.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.94% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $10,534 | $6,248+68.6% | $5,501+91.5% | $4,869+116.4% |
| Participant deferral / active EE | $12,565 | $5,550+126.4% | $4,871+157.9% | $5,287+137.6% |
| Admin fee / account holder | $300 | $15,559-98.1% | $13,027-97.7% | $10,132-97.0% |