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 | $16,786 | $124,281-86.5% | $109,143-84.6% | $167,490-90.0% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 18.42% | 26.04%-7.6pp | 25.75%-7.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,208 | $4,207-71.3% | $3,722-67.5% | $4,837-75.0% |
| Participant deferral / active EE | $4,273 | $5,255-18.7% | $4,653-8.2% | $6,341-32.6% |
| Admin fee / account holder | $60 | $7,970-99.3% | $6,752-99.1% | $12,309-99.5% |