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 | $18,815 | $90,503-79.2% | $78,689-76.1% | $273,961-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.18% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,559 | $3,176-50.9% | $2,851-45.3% | $4,869-68.0% |
| Participant deferral / active EE | $1,332 | $3,901-65.9% | $3,517-62.1% | $5,287-74.8% |
| Admin fee / account holder | $14 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |