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 | $19,592 | $107,934-81.8% | $91,989-78.7% | $152,861-87.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.52% | 89.24%-66.7pp | 69.02%-46.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,913 | $4,210-54.6% | $3,452-44.6% | $4,762-59.8% |
| Participant deferral / active EE | $2,283 | $6,364-64.1% | $5,923-61.5% | $5,850-61.0% |
| Admin fee / account holder | $20 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |