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 | $57,019 | $93,071-38.7% | $74,583-23.5% | $273,961-79.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.84% | 26.18%-19.3pp | 20.47%-13.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $5,332 | $3,160+68.7% | $2,525+111.2% | $4,869+9.5% |
| Participant deferral / active EE | $20,032 | $4,160+381.5% | $3,458+479.3% | $5,287+278.9% |
| Admin fee / account holder | $2 | $5,272-100.0% | $4,138-99.9% | $10,132-100.0% |