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 | $27,959 | $99,341-71.9% | $84,750-67.0% | $273,961-89.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.85% | 22.93%-15.1pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $10,521 | $4,214+149.7% | $3,574+194.4% | $4,869+116.1% |
| Participant deferral / active EE | $7,189 | $4,269+68.4% | $3,712+93.7% | $5,287+36.0% |
| Admin fee / account holder | $140 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |