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 | $64,385 | $99,341-35.2% | $84,750-24.0% | $273,961-76.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.58% | 22.93%-14.3pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,909 | $4,214-54.7% | $3,574-46.6% | $4,869-60.8% |
| Participant deferral / active EE | $3,200 | $4,269-25.1% | $3,712-13.8% | $5,287-39.5% |
| Admin fee / account holder | $6 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |