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 | $95,713 | $49,280+94.2% | $67,313+42.2% | $64,186+49.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 4.19% | -1.39%+5.6pp | -4.08%+8.3pp | 7.63%-3.4pp |
| Employer contribution / active EE | $3,488 | $1,668+109.1% | $2,566+35.9% | $2,381+46.5% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $77 | $3,863-98.0% | $4,507-98.3% | $4,888-98.4% |