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 | $41,394 | $65,685-37.0% | $57,179-27.6% | $273,961-84.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.13% | 21.99%-15.9pp | 14.59%-8.5pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,426 | $3,279+35.0% | $2,682+65.0% | $4,869-9.1% |
| Participant deferral / active EE | $7,080 | $3,782+87.2% | $3,096+128.7% | $5,287+33.9% |
| Admin fee / account holder | $252 | $4,835-94.8% | $3,139-92.0% | $10,132-97.5% |