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 | $48,099 | $181,894-73.6% | $156,549-69.3% | $273,961-82.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.04% | 30.74%-27.7pp | 32.23%-29.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,444 | $6,248-76.9% | $5,501-73.7% | $4,869-70.3% |
| Participant deferral / active EE | $3,100 | $5,550-44.1% | $4,871-36.4% | $5,287-41.4% |
| Admin fee / account holder | $192 | $15,559-98.8% | $13,027-98.5% | $10,132-98.1% |