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 | $20,123 | $99,341-79.7% | $84,750-76.3% | $273,961-92.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.65% | 22.93%-17.3pp | 22.78%-17.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $967 | $4,214-77.0% | $3,574-72.9% | $4,869-80.1% |
| Participant deferral / active EE | $2,894 | $4,269-32.2% | $3,712-22.0% | $5,287-45.3% |
| Admin fee / account holder | $216 | $6,644-96.7% | $5,332-95.9% | $10,132-97.9% |