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 | $55,163 | $60,349-8.6% | $74,183-25.6% | $62,891-12.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.52% | 21.37%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,189 | $1,680+89.8% | $2,370+34.5% | $2,281+39.8% |
| Participant deferral / active EE | $1,645 | $2,856-42.4% | $3,550-53.7% | $3,203-48.6% |
| Admin fee / account holder | $102 | $4,261-97.6% | $5,586-98.2% | $4,296-97.6% |