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 | $51,033 | $153,311-66.7% | $109,313-53.3% | $273,961-81.4% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 5.04% | 29.86%-24.8pp | 22.07%-17.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $250 | $5,619-95.6% | $3,892-93.6% | $4,869-94.9% |
| Participant deferral / active EE | $2,250 | $3,932-42.8% | $3,166-28.9% | $5,287-57.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |