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 | $31,895 | $135,952-76.5% | $123,892-74.3% | $273,961-88.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.72% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,374 | $5,170-73.4% | $4,617-70.2% | $4,869-71.8% |
| Participant deferral / active EE | $3,897 | $6,343-38.6% | $5,984-34.9% | $5,287-26.3% |
| Admin fee / account holder | $11 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |