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 | $33,456 | $54,762-38.9% | $90,281-62.9% | $72,985-54.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.24% | 30.63%-13.4pp | 78.10%-60.9pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,214 | $2,092+5.8% | $2,854-22.4% | $2,440-9.3% |
| Participant deferral / active EE | $2,153 | $2,887-25.4% | $3,885-44.6% | $3,607-40.3% |
| Admin fee / account holder | $231 | $3,972-94.2% | $5,351-95.7% | $5,124-95.5% |