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 | $21,074 | $90,503-76.7% | $78,689-73.2% | $273,961-92.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.57% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $7,141 | $3,176+124.9% | $2,851+150.5% | $4,869+46.7% |
| Participant deferral / active EE | $4,119 | $3,901+5.6% | $3,517+17.1% | $5,287-22.1% |
| Admin fee / account holder | $208 | $5,263-96.0% | $4,510-95.4% | $10,132-97.9% |