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 | $28,698 | $127,065-77.4% | $113,168-74.6% | $142,382-79.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.15% | 24.03%-5.9pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,924 | $3,442-44.1% | $2,975-35.3% | $4,299-55.2% |
| Participant deferral / active EE | $2,176 | $5,716-61.9% | $5,107-57.4% | $6,507-66.6% |
| Admin fee / account holder | $181 | $15,736-98.8% | $12,068-98.5% | $12,624-98.6% |