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 | $21,999 | $102,616-78.6% | $81,983-73.2% | $158,922-86.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.62% | 61.04%-45.4pp | 41.31%-25.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,135 | $3,240-65.0% | $2,498-54.6% | $4,761-76.2% |
| Participant deferral / active EE | $2,475 | $4,648-46.8% | $3,722-33.5% | $5,982-58.6% |
| Admin fee / account holder | $41 | $8,235-99.5% | $5,664-99.3% | $11,246-99.6% |