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 | $32,100 | $153,311-79.1% | $109,313-70.6% | $273,961-88.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.21% | 29.86%-22.6pp | 22.07%-14.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,501 | $5,619-2.1% | $3,892+41.3% | $4,869+13.0% |
| Participant deferral / active EE | $1,367 | $3,932-65.2% | $3,166-56.8% | $5,287-74.1% |
| Admin fee / account holder | $11 | $8,076-99.9% | $5,666-99.8% | $10,132-99.9% |