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 | $16,891 | $69,518-75.7% | $59,878-71.8% | $135,375-87.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.68% | 7.94%-12.6pp | 3.46%-8.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,015 | $3,235-68.6% | $2,722-62.7% | $4,779-78.8% |
| Participant deferral / active EE | $1,018 | $4,206-75.8% | $3,402-70.1% | $5,609-81.9% |
| Admin fee / account holder | $89 | $5,734-98.4% | $3,590-97.5% | $10,827-99.2% |