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 | $42,233 | $153,772-72.5% | $133,980-68.5% | $273,961-84.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.86% | 36.51%-30.7pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $8,116 | $6,029+34.6% | $5,211+55.7% | $4,869+66.7% |
| Participant deferral / active EE | $4,000 | $6,958-42.5% | $6,282-36.3% | $5,287-24.3% |
| Admin fee / account holder | $12 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |