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 | $55,983 | $135,952-58.8% | $123,892-54.8% | $273,961-79.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.11% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,033 | $5,170-41.3% | $4,617-34.3% | $4,869-37.7% |
| Participant deferral / active EE | $5,193 | $6,343-18.1% | $5,984-13.2% | $5,287-1.8% |
| Admin fee / account holder | $226 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |