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 | $18,250 | $87,540-79.2% | $75,781-75.9% | $125,391-85.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.78% | 13.48%-17.3pp | 9.68%-13.5pp | 282.22%-286.0pp |
| Employer contribution / active EE | $4,020 | $3,930+2.3% | $3,323+21.0% | $4,866-17.4% |
| Participant deferral / active EE | $4,933 | $4,229+16.6% | $3,651+35.1% | $5,352-7.8% |
| Admin fee / account holder | $112 | $6,502-98.3% | $5,299-97.9% | $9,540-98.8% |