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 | $38,640 | $181,894-78.8% | $156,549-75.3% | $273,961-85.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.38% | 30.74%-27.4pp | 32.23%-28.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $3,276 | $6,248-47.6% | $5,501-40.5% | $4,869-32.7% |
| Participant deferral / active EE | $4,991 | $5,550-10.1% | $4,871+2.5% | $5,287-5.6% |
| Admin fee / account holder | $236 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |