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 | $121,512 | $96,956+25.3% | $70,014+73.6% | $273,961-55.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.54% | 12.93%-4.4pp | 12.99%-4.5pp | 41.45%-32.9pp |
| Employer contribution / active EE | $995 | $3,316-70.0% | $2,338-57.4% | $4,869-79.6% |
| Participant deferral / active EE | $3,710 | $3,744-0.9% | $2,931+26.6% | $5,287-29.8% |
| Admin fee / account holder | $65 | $7,934-99.2% | $4,380-98.5% | $10,132-99.4% |