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 | $17,760 | $96,557-81.6% | $80,975-78.1% | $273,961-93.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.75% | 15.14%-8.4pp | 17.10%-10.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,240 | $4,868-54.0% | $3,714-39.7% | $4,869-54.0% |
| Participant deferral / active EE | $5,116 | $6,598-22.5% | $5,696-10.2% | $5,287-3.2% |
| Admin fee / account holder | $291 | $7,492-96.1% | $5,516-94.7% | $10,132-97.1% |