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 | $35,478 | $90,503-60.8% | $78,689-54.9% | $273,961-87.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.78% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,508 | $3,176-21.0% | $2,851-12.0% | $4,869-48.5% |
| Participant deferral / active EE | $7,008 | $3,901+79.6% | $3,517+99.3% | $5,287+32.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |