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 | $37,697 | $181,894-79.3% | $156,549-75.9% | $273,961-86.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.06% | 30.74%-16.7pp | 32.23%-18.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $7,818 | $6,248+25.1% | $5,501+42.1% | $4,869+60.6% |
| Participant deferral / active EE | $4,070 | $5,550-26.7% | $4,871-16.4% | $5,287-23.0% |
| Admin fee / account holder | $231 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |