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 | $17,939 | $65,696-72.7% | $56,429-68.2% | $147,584-87.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 22.73% | 13.32%+9.4pp | 19.04%+3.7pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,852 | $4,121-55.1% | $3,405-45.6% | $4,876-62.0% |
| Participant deferral / active EE | $3,464 | $4,876-29.0% | $3,951-12.3% | $5,439-36.3% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,885-100.0% |