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 | $69,862 | $210,408-66.8% | $153,485-54.5% | $145,922-52.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.19% | 13.37%-4.2pp | 15.65%-6.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,528 | $6,048-58.2% | $5,039-49.8% | $4,660-45.8% |
| Participant deferral / active EE | $7,369 | $7,975-7.6% | $6,757+9.0% | $6,688+10.2% |
| Admin fee / account holder | $190 | $19,419-99.0% | $12,724-98.5% | $13,397-98.6% |