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 | $15,942 | $93,071-82.9% | $74,583-78.6% | $273,961-94.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.36% | 26.18%-18.8pp | 20.47%-13.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,421 | $3,160-55.0% | $2,525-43.7% | $4,869-70.8% |
| Participant deferral / active EE | $7,419 | $4,160+78.3% | $3,458+114.5% | $5,287+40.3% |
| Admin fee / account holder | $90 | $5,272-98.3% | $4,138-97.8% | $10,132-99.1% |