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 | $19,958 | $96,557-79.3% | $80,975-75.4% | $273,961-92.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 15.24% | 15.14%+0.1pp | 17.10%-1.9pp | 41.45%-26.2pp |
| Employer contribution / active EE | $4,646 | $4,868-4.6% | $3,714+25.1% | $4,869-4.6% |
| Participant deferral / active EE | $6,428 | $6,598-2.6% | $5,696+12.8% | $5,287+21.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |