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 | $18,806 | $106,515-82.3% | $96,683-80.5% | $139,434-86.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.04% | 38.43%-27.4pp | 35.69%-24.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,226 | $4,103-70.1% | $3,737-67.2% | $4,751-74.2% |
| Participant deferral / active EE | $1,657 | $5,454-69.6% | $4,878-66.0% | $6,710-75.3% |
| Admin fee / account holder | $113 | $7,877-98.6% | $6,730-98.3% | $11,403-99.0% |