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 | $22,150 | $65,685-66.3% | $57,179-61.3% | $273,961-91.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.02% | 21.99%-14.0pp | 14.59%-6.6pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,312 | $3,279-60.0% | $2,682-51.1% | $4,869-73.0% |
| Participant deferral / active EE | $1,562 | $3,782-58.7% | $3,096-49.5% | $5,287-70.5% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |