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 | $39,965 | $132,239-69.8% | $105,722-62.2% | $273,961-85.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 11.76% | 10.07%+1.7pp | 12.25%-0.5pp | 41.45%-29.7pp |
| Employer contribution / active EE | $7,299 | $4,867+50.0% | $4,079+79.0% | $4,869+49.9% |
| Participant deferral / active EE | $3,498 | $6,233-43.9% | $5,326-34.3% | $5,287-33.8% |
| Admin fee / account holder | $138 | $12,032-98.9% | $8,308-98.3% | $10,132-98.6% |