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 | $30,097 | $88,707-66.1% | $74,183-59.4% | $273,961-89.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.82% | 11.94%-6.1pp | 17.74%-11.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,284 | $3,159-59.4% | $2,370-45.8% | $4,869-73.6% |
| Participant deferral / active EE | $3,589 | $4,212-14.8% | $3,550+1.1% | $5,287-32.1% |
| Admin fee / account holder | $206 | $8,717-97.6% | $5,586-96.3% | $10,132-98.0% |