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 | $34,779 | $92,222-62.3% | $76,768-54.7% | $135,375-74.3% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | 4.77% | 5.46%-0.7pp | 2.43%+2.3pp | 519.73%-515.0pp |
| Employer contribution / active EE | $6,154 | $3,216+91.4% | $2,485+147.6% | $4,779+28.8% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |