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 | $41,087 | $88,707-53.7% | $74,183-44.6% | $273,961-85.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.13% | 11.94%-2.8pp | 17.74%-8.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,271 | $3,159+3.5% | $2,370+38.0% | $4,869-32.8% |
| Participant deferral / active EE | $6,321 | $4,212+50.1% | $3,550+78.1% | $5,287+19.6% |
| Admin fee / account holder | $138 | $8,717-98.4% | $5,586-97.5% | $10,132-98.6% |