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 | $57,272 | $135,952-57.9% | $123,892-53.8% | $273,961-79.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.13% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $12,480 | $5,170+141.4% | $4,617+170.3% | $4,869+156.3% |
| Participant deferral / active EE | $7,257 | $6,343+14.4% | $5,984+21.3% | $5,287+37.3% |
| Admin fee / account holder | $254 | $9,817-97.4% | $8,357-97.0% | $10,132-97.5% |