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 | $34,890 | $135,952-74.3% | $123,892-71.8% | $273,961-87.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.46% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,302 | $5,170-36.1% | $4,617-28.5% | $4,869-32.2% |
| Participant deferral / active EE | $6,052 | $6,343-4.6% | $5,984+1.1% | $5,287+14.5% |
| Admin fee / account holder | $225 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |