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 | $21,501 | $53,127-59.5% | $86,590-75.2% | $70,131-69.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.99% | 27.66%-14.7pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,348 | $2,068-34.8% | $2,839-52.5% | $2,342-42.4% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $197 | $3,585-94.5% | $4,906-96.0% | $4,645-95.8% |