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 | $18,519 | $39,122-52.7% | $57,179-67.6% | $62,891-70.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.88% | 9.23%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,780 | $2,374+17.1% | $3,096-10.2% | $3,203-13.2% |
| Admin fee / account holder | $277 | $2,592-89.3% | $3,139-91.2% | $4,296-93.6% |