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 | $54,277 | $96,557-43.8% | $80,975-33.0% | $273,961-80.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.93% | 15.14%-9.2pp | 17.10%-11.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,248 | $4,868-74.4% | $3,714-66.4% | $4,869-74.4% |
| Participant deferral / active EE | $1,583 | $6,598-76.0% | $5,696-72.2% | $5,287-70.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |