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 9-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 | $78,866 | $99,341-20.6% | $84,750-6.9% | $273,961-71.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | 22.93%-16.5pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,033 | $4,214-75.5% | $3,574-71.1% | $4,869-78.8% |
| Participant deferral / active EE | $3,783 | $4,269-11.4% | $3,712+1.9% | $5,287-28.4% |
| Admin fee / account holder | $133 | $6,644-98.0% | $5,332-97.5% | $10,132-98.7% |