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 | $18,271 | $65,685-72.2% | $57,179-68.0% | $273,961-93.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.54% | 21.99%-15.4pp | 14.59%-8.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $541 | $3,279-83.5% | $2,682-79.8% | $4,869-88.9% |
| Participant deferral / active EE | $1,958 | $3,782-48.2% | $3,096-36.8% | $5,287-63.0% |
| Admin fee / account holder | $195 | $4,835-96.0% | $3,139-93.8% | $10,132-98.1% |