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 | $36,707 | $153,772-76.1% | $133,980-72.6% | $273,961-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.51% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,516 | $6,029-74.8% | $5,211-70.9% | $4,869-68.9% |
| Participant deferral / active EE | $2,813 | $6,958-59.6% | $6,282-55.2% | $5,287-46.8% |
| Admin fee / account holder | $246 | $11,765-97.9% | $9,324-97.4% | $10,132-97.6% |