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 | $24,099 | $112,096-78.5% | $95,952-74.9% | $158,922-84.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.74% | 171.09%-149.4pp | 91.61%-69.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,971 | $3,198-7.1% | $2,541+16.9% | $4,761-37.6% |
| Participant deferral / active EE | $6,678 | $4,784+39.6% | $4,167+60.3% | $5,982+11.6% |
| Admin fee / account holder | $172 | $10,130-98.3% | $6,795-97.5% | $11,246-98.5% |