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 | $21,437 | $102,966-79.2% | $90,281-76.3% | $152,861-86.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.96% | 95.16%-76.2pp | 78.10%-59.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,526 | $3,139-19.5% | $2,854-11.5% | $4,762-47.0% |
| Participant deferral / active EE | $2,142 | $4,281-50.0% | $3,885-44.9% | $5,850-63.4% |
| Admin fee / account holder | $21 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |