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 | $30,546 | $90,503-66.2% | $78,689-61.2% | $273,961-88.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.03% | 75.60%-68.6pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $9,315 | $3,176+193.3% | $2,851+226.8% | $4,869+91.3% |
| Participant deferral / active EE | $5,178 | $3,901+32.7% | $3,517+47.2% | $5,287-2.1% |
| Admin fee / account holder | $142 | $5,263-97.3% | $4,510-96.8% | $10,132-98.6% |