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 | $20,587 | $56,054-63.3% | $171,082-88.0% | $62,891-67.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 5.64% | 22.52%-16.9pp | 32.56%-26.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,181 | $1,731-31.8% | $4,002-70.5% | $2,281-48.2% |
| Participant deferral / active EE | $2,797 | $3,158-11.4% | $4,797-41.7% | $3,203-12.7% |
| Admin fee / account holder | $132 | $3,647-96.4% | $8,520-98.5% | $4,296-96.9% |