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 | $37,186 | $135,952-72.6% | $123,892-70.0% | $273,961-86.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.35% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,030 | $5,170-60.7% | $4,617-56.0% | $4,869-58.3% |
| Participant deferral / active EE | $3,367 | $6,343-46.9% | $5,984-43.7% | $5,287-36.3% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |