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 | $20,710 | $93,346-77.8% | $71,796-71.2% | $273,961-92.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.75% | 130.39%-119.6pp | 78.04%-67.3pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,940 | $2,733-29.0% | $1,924+0.8% | $4,869-60.2% |
| Participant deferral / active EE | $1,461 | $3,475-58.0% | $2,794-47.7% | $5,287-72.4% |
| Admin fee / account holder | $97 | $6,571-98.5% | $4,815-98.0% | $10,132-99.0% |