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 | $61,005 | $107,791-43.4% | $90,645-32.7% | $135,375-54.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 9.17% | -0.90%+10.1pp | 1.88%+7.3pp | 519.73%-510.6pp |
| Employer contribution / active EE | $775 | $3,018-74.3% | $2,532-69.4% | $4,779-83.8% |
| Participant deferral / active EE | $2,125 | $3,872-45.1% | $3,425-38.0% | $5,609-62.1% |
| Admin fee / account holder | $91 | $5,930-98.5% | $4,994-98.2% | $10,827-99.2% |