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 | $17,627 | $99,341-82.3% | $84,750-79.2% | $273,961-93.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,711 | $4,214-11.9% | $3,574+3.8% | $4,869-23.8% |
| Participant deferral / active EE | $5,788 | $4,269+35.6% | $3,712+55.9% | $5,287+9.5% |
| Admin fee / account holder | $8 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |