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 | $45,813 | $135,952-66.3% | $123,892-63.0% | $273,961-83.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.78% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,001 | $5,170-42.0% | $4,617-35.0% | $4,869-38.4% |
| Participant deferral / active EE | $7,183 | $6,343+13.2% | $5,984+20.0% | $5,287+35.9% |
| Admin fee / account holder | $40 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |