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 | $101,181 | $135,952-25.6% | $123,892-18.3% | $273,961-63.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.27% | 56.63%-52.4pp | 47.52%-43.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,365 | $5,170-73.6% | $4,617-70.4% | $4,869-72.0% |
| Participant deferral / active EE | $3,658 | $6,343-42.3% | $5,984-38.9% | $5,287-30.8% |
| Admin fee / account holder | $146 | $9,817-98.5% | $8,357-98.3% | $10,132-98.6% |