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 | $16,818 | $84,233-80.0% | $170,442-90.1% | $70,131-76.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.09% | 23.06%-7.0pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,457 | $3,387-27.4% | $5,433-54.8% | $2,342+4.9% |
| Participant deferral / active EE | $4,362 | $3,086+41.4% | $4,939-11.7% | $3,332+30.9% |
| Admin fee / account holder | $98 | $5,698-98.3% | $13,880-99.3% | $4,645-97.9% |