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 | $20,530 | $90,503-77.3% | $78,689-73.9% | $273,961-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.63% | 75.60%-71.0pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,135 | $3,176-32.8% | $2,851-25.1% | $4,869-56.1% |
| Participant deferral / active EE | $2,135 | $3,901-45.3% | $3,517-39.3% | $5,287-59.6% |
| Admin fee / account holder | $40 | $5,263-99.2% | $4,510-99.1% | $10,132-99.6% |