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 | $44,093 | $153,311-71.2% | $109,313-59.7% | $273,961-83.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.87% | 29.86%-23.0pp | 22.07%-15.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,455 | $5,619-74.1% | $3,892-62.6% | $4,869-70.1% |
| Participant deferral / active EE | $1,955 | $3,932-50.3% | $3,166-38.3% | $5,287-63.0% |
| Admin fee / account holder | $167 | $8,076-97.9% | $5,666-97.0% | $10,132-98.3% |