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 | $15,990 | $107,452-85.1% | $91,541-82.5% | $142,382-88.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.30% | 22.06%-9.8pp | 20.50%-8.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,383 | $2,994-53.8% | $2,505-44.8% | $4,299-67.8% |
| Participant deferral / active EE | $2,549 | $4,754-46.4% | $4,008-36.4% | $6,507-60.8% |
| Admin fee / account holder | $182 | $8,834-97.9% | $6,956-97.4% | $12,624-98.6% |