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 | $57,384 | $74,927-23.4% | $101,794-43.6% | $84,808-32.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.31% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,902 | $1,522+156.4% | $2,289+70.5% | $2,631+48.3% |
| Participant deferral / active EE | $4,917 | $3,099+58.7% | $4,084+20.4% | $4,212+16.8% |
| Admin fee / account holder | $255 | $6,514-96.1% | $8,777-97.1% | $7,344-96.5% |