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 | $58,978 | $110,257-46.5% | $96,544-38.9% | $139,434-57.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.05% | 26.32%-13.3pp | 25.84%-12.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $5,559 | $3,620+53.6% | $2,965+87.5% | $4,751+17.0% |
| Participant deferral / active EE | $2,909 | $5,548-47.6% | $4,851-40.0% | $6,710-56.7% |
| Admin fee / account holder | $115 | $11,591-99.0% | $8,252-98.6% | $11,403-99.0% |