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 | $13,306 | $102,966-87.1% | $90,281-85.3% | $152,861-91.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.41% | 95.16%-71.8pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,034 | $3,139-35.2% | $2,854-28.7% | $4,762-57.3% |
| Participant deferral / active EE | $5,356 | $4,281+25.1% | $3,885+37.9% | $5,850-8.4% |
| Admin fee / account holder | $164 | $6,171-97.3% | $5,351-96.9% | $11,596-98.6% |