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 | $41,042 | $75,963-46.0% | $97,995-58.1% | $70,131-41.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 20.74% | 19.26%+1.5pp | 23.94%-3.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,772 | $3,278-45.9% | $4,158-57.4% | $2,342-24.3% |
| Participant deferral / active EE | $3,137 | $4,053-22.6% | $5,097-38.4% | $3,332-5.8% |
| Admin fee / account holder | $284 | $5,407-94.7% | $5,943-95.2% | $4,645-93.9% |