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 | $52,463 | $215,361-75.6% | $171,082-69.3% | $273,961-80.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.89% | 25.14%-20.2pp | 32.56%-27.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,246 | $4,967-54.8% | $4,002-43.9% | $4,869-53.9% |
| Participant deferral / active EE | $4,141 | $5,543-25.3% | $4,797-13.7% | $5,287-21.7% |
| Admin fee / account holder | $44 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |