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 | $16,419 | $99,341-83.5% | $84,750-80.6% | $273,961-94.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.38% | 22.93%-13.5pp | 22.78%-13.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,216 | $4,214-23.7% | $3,574-10.0% | $4,869-33.9% |
| Participant deferral / active EE | $9,364 | $4,269+119.3% | $3,712+152.3% | $5,287+77.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |