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 3-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 | $145,383 | $350,135-58.5% | $220,109-33.9% | $350,135-58.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 100.0%0pp | 79.0%+21.0pp |
| Annual return | 18.11% | 11.86%+6.2pp | 11.11%+7.0pp | 11.86%+6.2pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $6,568-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $1,000 | $4,976-79.9% | $5,550-82.0% | $4,976-79.9% |
| Admin fee / account holder | $0 | $23,717-100.0% | $1,643-100.0% | $23,717-100.0% |