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 | $9,104 | $100,773-91.0% | $88,946-89.8% | $142,382-93.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.59% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,137 | $2,918-61.0% | $2,555-55.5% | $4,299-73.6% |
| Participant deferral / active EE | $2,681 | $5,230-48.7% | $4,581-41.5% | $6,507-58.8% |
| Admin fee / account holder | $77 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |