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 | $16,292 | $108,642-85.0% | $74,701-78.2% | $152,861-89.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.95% | 114.06%-94.1pp | 752.92%-733.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,854 | $1,503+23.4% | $1,084+71.1% | $4,762-61.1% |
| Participant deferral / active EE | $2,317 | $2,712-14.6% | $1,964+18.0% | $5,850-60.4% |
| Admin fee / account holder | $114 | $4,902-97.7% | $3,333-96.6% | $11,596-99.0% |