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 | $38,288 | $90,503-57.7% | $78,689-51.3% | $273,961-86.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.31% | 75.60%-73.3pp | 62.18%-59.9pp | 41.45%-39.1pp |
| Employer contribution / active EE | $515 | $3,176-83.8% | $2,851-81.9% | $4,869-89.4% |
| Participant deferral / active EE | $3,778 | $3,901-3.2% | $3,517+7.4% | $5,287-28.5% |
| Admin fee / account holder | $36 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |