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 | $15,164 | $52,379-71.0% | $46,225-67.2% | $273,961-94.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 7.80% | 7.23%+0.6pp | 7.57%+0.2pp | 41.45%-33.7pp |
| Employer contribution / active EE | $7,250 | $4,226+71.6% | $3,424+111.8% | $4,869+48.9% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $3,776-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,132-100.0% |