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 | $21,464 | $93,071-76.9% | $74,583-71.2% | $273,961-92.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.73% | 26.18%-19.4pp | 20.47%-13.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,953 | $3,160-6.5% | $2,525+17.0% | $4,869-39.3% |
| Participant deferral / active EE | $5,482 | $4,160+31.8% | $3,458+58.5% | $5,287+3.7% |
| Admin fee / account holder | $272 | $5,272-94.8% | $4,138-93.4% | $10,132-97.3% |