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 | $10,176 | $57,016-82.2% | $84,966-88.0% | $80,856-87.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 33.42% | 21.66%+11.8pp | 66.38%-33.0pp | 35.59%-2.2pp |
| Employer contribution / active EE | $527 | $1,798-70.7% | $2,727-80.7% | $2,755-80.9% |
| Participant deferral / active EE | $1,105 | $3,110-64.5% | $4,519-75.5% | $4,296-74.3% |
| Admin fee / account holder | $276 | $4,980-94.5% | $6,149-95.5% | $6,918-96.0% |