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 | $19,734 | $99,341-80.1% | $84,750-76.7% | $273,961-92.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.97% | 22.93%-6.0pp | 22.78%-5.8pp | 41.45%-24.5pp |
| Employer contribution / active EE | $1,591 | $4,214-62.2% | $3,574-55.5% | $4,869-67.3% |
| Participant deferral / active EE | $8,734 | $4,269+104.6% | $3,712+135.3% | $5,287+65.2% |
| Admin fee / account holder | $61 | $6,644-99.1% | $5,332-98.8% | $10,132-99.4% |