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 | $22,555 | $88,751-74.6% | $81,812-72.4% | $145,922-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.85% | 1025.40%-1010.6pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,874 | $3,083-6.8% | $2,912-1.3% | $4,660-38.3% |
| Participant deferral / active EE | $5,315 | $4,643+14.5% | $4,319+23.1% | $6,688-20.5% |
| Admin fee / account holder | $266 | $8,415-96.8% | $7,386-96.4% | $13,397-98.0% |