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 | $25,247 | $90,503-72.1% | $78,689-67.9% | $273,961-90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.90% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $485 | $3,176-84.7% | $2,851-83.0% | $4,869-90.0% |
| Participant deferral / active EE | $3,205 | $3,901-17.8% | $3,517-8.9% | $5,287-39.4% |
| Admin fee / account holder | $70 | $5,263-98.7% | $4,510-98.5% | $10,132-99.3% |