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 | $75,556 | $101,069-25.2% | $81,478-7.3% | $147,584-48.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.23% | 32.40%-14.2pp | 38.78%-20.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $3,052 | $3,205-4.8% | $2,568+18.9% | $4,876-37.4% |
| Participant deferral / active EE | $3,741 | $4,242-11.8% | $3,537+5.8% | $5,439-31.2% |
| Admin fee / account holder | $245 | $5,812-95.8% | $4,561-94.6% | $10,885-97.8% |