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 | $20,425 | $104,907-80.5% | $84,611-75.9% | $152,861-86.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.10% | 373.79%-350.7pp | 258.74%-235.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,017 | $3,302-69.2% | $2,652-61.6% | $4,762-78.6% |
| Participant deferral / active EE | $2,285 | $4,688-51.3% | $3,899-41.4% | $5,850-60.9% |
| Admin fee / account holder | $31 | $6,241-99.5% | $4,912-99.4% | $11,596-99.7% |