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 | $32,426 | $153,311-78.8% | $109,313-70.3% | $273,961-88.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.99% | 29.86%-23.9pp | 22.07%-16.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,423 | $5,619-74.7% | $3,892-63.4% | $4,869-70.8% |
| Participant deferral / active EE | $1,711 | $3,932-56.5% | $3,166-46.0% | $5,287-67.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |