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 | $16,408 | $73,515-77.7% | $62,995-74.0% | $147,584-88.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 23.32% | 175.43%-152.1pp | 87.57%-64.3pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,113 | $3,320-36.4% | $2,759-23.4% | $4,876-56.7% |
| Participant deferral / active EE | $2,113 | $4,185-49.5% | $3,329-36.5% | $5,439-61.1% |
| Admin fee / account holder | $15 | $5,953-99.7% | $3,600-99.6% | $10,885-99.9% |