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 | $13,838 | $40,256-65.6% | $57,343-75.9% | $59,632-76.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.02% | 27.49%-25.5pp | 24.39%-22.4pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $1,179 | $1,922-38.6% | $2,689-56.1% | $2,203-46.5% |
| Participant deferral / active EE | $3,004 | $2,399+25.2% | $3,162-5.0% | $3,192-5.9% |
| Admin fee / account holder | $50 | $2,818-98.2% | $3,356-98.5% | $4,297-98.8% |