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 | $29,724 | $135,952-78.1% | $123,892-76.0% | $273,961-89.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.14% | 56.63%-44.5pp | 47.52%-35.4pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,195 | $5,170-57.5% | $4,617-52.5% | $4,869-54.9% |
| Participant deferral / active EE | $9,118 | $6,343+43.8% | $5,984+52.4% | $5,287+72.5% |
| Admin fee / account holder | $71 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |