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 | $33,846 | $135,952-75.1% | $123,892-72.7% | $273,961-87.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.13% | 56.63%-44.5pp | 47.52%-35.4pp | 41.45%-29.3pp |
| Employer contribution / active EE | $13,197 | $5,170+155.3% | $4,617+185.9% | $4,869+171.1% |
| Participant deferral / active EE | $8,961 | $6,343+41.3% | $5,984+49.8% | $5,287+69.5% |
| Admin fee / account holder | $88 | $9,817-99.1% | $8,357-99.0% | $10,132-99.1% |