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 | $14,440 | $118,427-87.8% | $66,042-78.1% | $142,382-89.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 18.26% | 35.57%-17.3pp | 52.11%-33.9pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,029 | $2,570-60.0% | $1,579-34.8% | $4,299-76.1% |
| Participant deferral / active EE | $1,598 | $4,311-62.9% | $2,835-43.6% | $6,507-75.4% |
| Admin fee / account holder | $100 | $9,593-99.0% | $5,747-98.3% | $12,624-99.2% |