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 | $56,875 | $96,965-41.3% | $97,995-42.0% | $147,584-61.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 15.11% | 24.11%-9.0pp | 23.94%-8.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,474 | $4,536-45.5% | $4,158-40.5% | $4,876-49.3% |
| Participant deferral / active EE | $2,957 | $5,081-41.8% | $5,097-42.0% | $5,439-45.6% |
| Admin fee / account holder | $123 | $8,120-98.5% | $5,943-97.9% | $10,885-98.9% |