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 | $21,252 | $93,071-77.2% | $74,583-71.5% | $273,961-92.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 17.91% | 26.18%-8.3pp | 20.47%-2.6pp | 41.45%-23.5pp |
| Employer contribution / active EE | $2,781 | $3,160-12.0% | $2,525+10.1% | $4,869-42.9% |
| Participant deferral / active EE | $9,348 | $4,160+124.7% | $3,458+170.3% | $5,287+76.8% |
| Admin fee / account holder | $11 | $5,272-99.8% | $4,138-99.7% | $10,132-99.9% |