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 | $33,809 | $153,772-78.0% | $133,980-74.8% | $273,961-87.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.51% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,194 | $6,029-63.6% | $5,211-57.9% | $4,869-54.9% |
| Participant deferral / active EE | $2,959 | $6,958-57.5% | $6,282-52.9% | $5,287-44.0% |
| Admin fee / account holder | -$10 | $11,765-100.1% | $9,324-100.1% | $10,132-100.1% |