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 | $37,405 | $74,927-50.1% | $101,794-63.3% | $84,808-55.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 20.49% | 18.70%+1.8pp | 30.53%-10.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,208 | $1,522+45.1% | $2,289-3.5% | $2,631-16.1% |
| Participant deferral / active EE | $2,650 | $3,099-14.5% | $4,084-35.1% | $4,212-37.1% |
| Admin fee / account holder | $93 | $6,514-98.6% | $8,777-98.9% | $7,344-98.7% |