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 | $97,490 | $113,935-14.4% | $94,224+3.5% | $125,391-22.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.33% | 5.29%-5.0pp | 10.68%-10.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $15,874 | $4,727+235.8% | $3,587+342.6% | $4,866+226.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9 | $8,391-99.9% | $6,269-99.9% | $9,540-99.9% |