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 5-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 | $15,450 | $71,829-78.5% | $69,780-77.9% | $142,382-89.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 19.70% | 31.01%-11.3pp | 26.31%-6.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,046 | $4,385-53.3% | $4,168-50.9% | $4,299-52.4% |
| Participant deferral / active EE | $2,928 | $6,819-57.1% | $6,164-52.5% | $6,507-55.0% |
| Admin fee / account holder | $50 | $7,818-99.4% | $7,285-99.3% | $12,624-99.6% |