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 | $14,710 | $92,703-84.1% | $82,719-82.2% | $134,475-89.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.29% | 944.92%-943.6pp | 701.18%-699.9pp | 417.96%-416.7pp |
| Employer contribution / active EE | $1,301 | $3,274-60.3% | $3,009-56.8% | $4,740-72.6% |
| Participant deferral / active EE | $1,530 | $4,802-68.1% | $4,395-65.2% | $6,400-76.1% |
| Admin fee / account holder | $203 | $5,983-96.6% | $5,329-96.2% | $11,426-98.2% |