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 | $12,402 | $81,632-84.8% | $70,449-82.4% | $158,922-92.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.35% | 208.40%-190.1pp | 109.03%-90.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,269 | $3,217-29.5% | $2,737-17.1% | $4,761-52.3% |
| Participant deferral / active EE | $2,828 | $4,554-37.9% | $3,709-23.8% | $5,982-52.7% |
| Admin fee / account holder | $193 | $6,193-96.9% | $3,845-95.0% | $11,246-98.3% |