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 | $41,848 | $90,503-53.8% | $78,689-46.8% | $273,961-84.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.40% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,596 | $3,176-49.8% | $2,851-44.0% | $4,869-67.2% |
| Participant deferral / active EE | $3,735 | $3,901-4.3% | $3,517+6.2% | $5,287-29.4% |
| Admin fee / account holder | $234 | $5,263-95.5% | $4,510-94.8% | $10,132-97.7% |