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 | $45,932 | $181,894-74.7% | $156,549-70.7% | $273,961-83.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.29% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $7,511 | $6,248+20.2% | $5,501+36.5% | $4,869+54.3% |
| Participant deferral / active EE | $5,600 | $5,550+0.9% | $4,871+15.0% | $5,287+5.9% |
| Admin fee / account holder | $11 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |