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 | $22,576 | $104,664-78.4% | $85,682-73.7% | $167,490-86.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.91% | 21.45%-8.5pp | 21.49%-8.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,886 | $3,337-43.5% | $2,618-28.0% | $4,837-61.0% |
| Participant deferral / active EE | $3,419 | $4,824-29.1% | $3,923-12.8% | $6,341-46.1% |
| Admin fee / account holder | $14 | $10,032-99.9% | $6,873-99.8% | $12,309-99.9% |