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 | $30,140 | $43,327-30.4% | $59,878-49.7% | $64,186-53.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.90% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,086 | $2,028-46.5% | $2,722-60.1% | $2,381-54.4% |
| Participant deferral / active EE | $1,297 | $2,546-49.1% | $3,402-61.9% | $3,470-62.6% |
| Admin fee / account holder | $218 | $3,005-92.7% | $3,590-93.9% | $4,888-95.5% |