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 | $40,343 | $153,772-73.8% | $133,980-69.9% | $273,961-85.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.38% | 36.51%-23.1pp | 29.30%-15.9pp | 41.45%-28.1pp |
| Employer contribution / active EE | $5,805 | $6,029-3.7% | $5,211+11.4% | $4,869+19.2% |
| Participant deferral / active EE | $11,332 | $6,958+62.9% | $6,282+80.4% | $5,287+114.3% |
| Admin fee / account holder | $12 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |