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 5-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 | $10,265 | $100,773-89.8% | $88,946-88.5% | $142,382-92.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.30% | 70.18%-48.9pp | 57.82%-36.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,580 | $2,918-45.8% | $2,555-38.1% | $4,299-63.2% |
| Participant deferral / active EE | $1,296 | $5,230-75.2% | $4,581-71.7% | $6,507-80.1% |
| Admin fee / account holder | $39 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |