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 | $25,464 | $69,518-63.4% | $59,878-57.5% | $135,375-81.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 2.99% | 7.94%-5.0pp | 3.46%-0.5pp | 519.73%-516.7pp |
| Employer contribution / active EE | $826 | $3,235-74.5% | $2,722-69.7% | $4,779-82.7% |
| Participant deferral / active EE | $2,460 | $4,206-41.5% | $3,402-27.7% | $5,609-56.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |