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 | $39,579 | $56,054-29.4% | $171,082-76.9% | $62,891-37.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 10.34% | 22.52%-12.2pp | 32.56%-22.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,681 | $1,731-2.9% | $4,002-58.0% | $2,281-26.3% |
| Participant deferral / active EE | $2,680 | $3,158-15.1% | $4,797-44.1% | $3,203-16.3% |
| Admin fee / account holder | $66 | $3,647-98.2% | $8,520-99.2% | $4,296-98.5% |