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 | $23,566 | $118,450-80.1% | $98,439-76.1% | $139,434-83.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 18.94%-7.2pp | 21.16%-9.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $906 | $3,609-74.9% | $3,048-70.3% | $4,751-80.9% |
| Participant deferral / active EE | $1,739 | $5,392-67.7% | $4,738-63.3% | $6,710-74.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |