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 | $36,200 | $96,956-62.7% | $70,014-48.3% | $273,961-86.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 9.67% | 12.93%-3.3pp | 12.99%-3.3pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,537 | $3,316-23.5% | $2,338+8.5% | $4,869-47.9% |
| Participant deferral / active EE | $3,963 | $3,744+5.9% | $2,931+35.2% | $5,287-25.0% |
| Admin fee / account holder | $11 | $7,934-99.9% | $4,380-99.7% | $10,132-99.9% |