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 | $28,596 | $102,966-72.2% | $90,281-68.3% | $152,861-81.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.94% | 95.16%-70.2pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $212 | $3,139-93.2% | $2,854-92.6% | $4,762-95.5% |
| Participant deferral / active EE | $2,405 | $4,281-43.8% | $3,885-38.1% | $5,850-58.9% |
| Admin fee / account holder | $145 | $6,171-97.6% | $5,351-97.3% | $11,596-98.7% |