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 | $67,803 | $77,314-12.3% | $177,989-61.9% | $80,856-16.1% |
| Participation rate | 76.7% | 65.7%+11.0pp | 77.1%-0.4pp | 67.6%+9.0pp |
| Annual return | 39.01% | 18.09%+20.9pp | 294.48%-255.5pp | 35.59%+3.4pp |
| Employer contribution / active EE | $3,325 | $2,292+45.1% | $3,949-15.8% | $2,755+20.7% |
| Participant deferral / active EE | $4,943 | $4,411+12.1% | $6,276-21.2% | $4,296+15.1% |
| Admin fee / account holder | $59 | $7,191-99.2% | $10,363-99.4% | $6,918-99.2% |