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 | $17,933 | $110,809-83.8% | $86,874-79.4% | $167,490-89.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 11.60% | 116.98%-105.4pp | 63.52%-51.9pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,108 | $3,244-65.9% | $2,495-55.6% | $4,837-77.1% |
| Participant deferral / active EE | $3,342 | $4,546-26.5% | $3,699-9.7% | $6,341-47.3% |
| Admin fee / account holder | $103 | $8,415-98.8% | $5,828-98.2% | $12,309-99.2% |