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 | $26,901 | $215,361-87.5% | $171,082-84.3% | $273,961-90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 20.78% | 25.14%-4.4pp | 32.56%-11.8pp | 41.45%-20.7pp |
| Employer contribution / active EE | $3,656 | $4,967-26.4% | $4,002-8.7% | $4,869-24.9% |
| Participant deferral / active EE | $8,476 | $5,543+52.9% | $4,797+76.7% | $5,287+60.3% |
| Admin fee / account holder | $122 | $10,846-98.9% | $8,520-98.6% | $10,132-98.8% |