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 | $17,848 | $96,557-81.5% | $80,975-78.0% | $273,961-93.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 15.51% | 15.14%+0.4pp | 17.10%-1.6pp | 41.45%-25.9pp |
| Employer contribution / active EE | $2,136 | $4,868-56.1% | $3,714-42.5% | $4,869-56.1% |
| Participant deferral / active EE | $4,795 | $6,598-27.3% | $5,696-15.8% | $5,287-9.3% |
| Admin fee / account holder | $105 | $7,492-98.6% | $5,516-98.1% | $10,132-99.0% |