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 | $62,045 | $78,926-21.4% | $136,749-54.6% | $84,808-26.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 16.83% | 18.17%-1.3pp | 24.33%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,859 | $2,134-12.9% | $3,400-45.3% | $2,631-29.3% |
| Participant deferral / active EE | $2,688 | $3,168-15.2% | $4,692-42.7% | $4,212-36.2% |
| Admin fee / account holder | $209 | $6,369-96.7% | $11,386-98.2% | $7,344-97.2% |