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 | $54,295 | $105,630-48.6% | $87,507-38.0% | $273,961-80.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.76% | 12.25%-8.5pp | 12.21%-8.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $8,811 | $3,141+180.6% | $2,550+245.6% | $4,869+81.0% |
| Participant deferral / active EE | $4,173 | $3,601+15.9% | $3,149+32.5% | $5,287-21.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |