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 | $51,684 | $117,381-56.0% | $99,443-48.0% | $152,861-66.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 6.11% | 31.87%-25.8pp | 30.72%-24.6pp | 345.32%-339.2pp |
| Employer contribution / active EE | $579 | $3,013-80.8% | $2,540-77.2% | $4,762-87.8% |
| Participant deferral / active EE | $1,527 | $4,086-62.6% | $3,619-57.8% | $5,850-73.9% |
| Admin fee / account holder | $82 | $7,631-98.9% | $6,250-98.7% | $11,596-99.3% |