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 | $31,247 | $81,248-61.5% | $155,509-79.9% | $80,856-61.4% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 13.60% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,770 | $3,100-42.9% | $4,672-62.1% | $2,755-35.7% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $185 | $7,997-97.7% | $15,912-98.8% | $6,918-97.3% |