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 | $17,011 | $45,035-62.2% | $62,995-73.0% | $70,131-75.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.42% | 18.76%-2.3pp | 87.57%-71.1pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,688 | $2,051-17.7% | $2,759-38.8% | $2,342-27.9% |
| Participant deferral / active EE | $1,688 | $2,465-31.5% | $3,329-49.3% | $3,332-49.3% |
| Admin fee / account holder | $15 | $2,834-99.5% | $3,600-99.6% | $4,645-99.7% |