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 | $34,628 | $99,341-65.1% | $84,750-59.1% | $273,961-87.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.23% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.2pp |
| Employer contribution / active EE | $897 | $4,214-78.7% | $3,574-74.9% | $4,869-81.6% |
| Participant deferral / active EE | $2,085 | $4,269-51.2% | $3,712-43.8% | $5,287-60.6% |
| Admin fee / account holder | $134 | $6,644-98.0% | $5,332-97.5% | $10,132-98.7% |