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 5-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 | $7,516 | $60,022-87.5% | $88,946-91.5% | $84,808-91.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 23.82% | 22.43%+1.4pp | 57.82%-34.0pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,823 | $1,703+7.1% | $2,555-28.6% | $2,631-30.7% |
| Participant deferral / active EE | $1,448 | $3,114-53.5% | $4,581-68.4% | $4,212-65.6% |
| Admin fee / account holder | $74 | $4,811-98.5% | $8,261-99.1% | $7,344-99.0% |