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 | $18,999 | $83,337-77.2% | $67,834-72.0% | $273,961-93.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.73% | 259.45%-252.7pp | 138.47%-131.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $501 | $3,287-84.7% | $2,403-79.1% | $4,869-89.7% |
| Participant deferral / active EE | $1,955 | $4,088-52.2% | $3,160-38.1% | $5,287-63.0% |
| Admin fee / account holder | $131 | $6,752-98.1% | $4,622-97.2% | $10,132-98.7% |