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 | $34,288 | $99,341-65.5% | $84,750-59.5% | $273,961-87.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.49% | 22.93%-6.4pp | 22.78%-6.3pp | 41.45%-25.0pp |
| Employer contribution / active EE | $6,896 | $4,214+63.7% | $3,574+92.9% | $4,869+41.6% |
| Participant deferral / active EE | $8,437 | $4,269+97.6% | $3,712+127.3% | $5,287+59.6% |
| Admin fee / account holder | $125 | $6,644-98.1% | $5,332-97.7% | $10,132-98.8% |