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 | $54,747 | $181,894-69.9% | $156,549-65.0% | $273,961-80.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.39% | 30.74%-22.4pp | 32.23%-23.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,628 | $6,248-73.9% | $5,501-70.4% | $4,869-66.6% |
| Participant deferral / active EE | $2,892 | $5,550-47.9% | $4,871-40.6% | $5,287-45.3% |
| Admin fee / account holder | -$24 | $15,559-100.2% | $13,027-100.2% | $10,132-100.2% |