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 | $31,738 | $88,707-64.2% | $74,183-57.2% | $273,961-88.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.65% | 11.94%-1.3pp | 17.74%-7.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $3,396 | $3,159+7.5% | $2,370+43.3% | $4,869-30.3% |
| Participant deferral / active EE | $1,493 | $4,212-64.5% | $3,550-57.9% | $5,287-71.8% |
| Admin fee / account holder | $238 | $8,717-97.3% | $5,586-95.7% | $10,132-97.7% |