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 | $31,564 | $181,894-82.6% | $156,549-79.8% | $273,961-88.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.68% | 30.74%-26.1pp | 32.23%-27.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $4,163 | $6,248-33.4% | $5,501-24.3% | $4,869-14.5% |
| Participant deferral / active EE | $4,445 | $5,550-19.9% | $4,871-8.7% | $5,287-15.9% |
| Admin fee / account holder | $272 | $15,559-98.3% | $13,027-97.9% | $10,132-97.3% |