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 | $23,140 | $104,106-77.8% | $71,086-67.4% | $135,375-82.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 1.86% | 1256.30%-1254.4pp | 650.59%-648.7pp | 519.73%-517.9pp |
| Employer contribution / active EE | $558 | $1,485-62.4% | $1,088-48.7% | $4,779-88.3% |
| Participant deferral / active EE | $1,533 | $2,527-39.3% | $1,874-18.2% | $5,609-72.7% |
| Admin fee / account holder | $11 | $4,142-99.7% | $3,082-99.6% | $10,827-99.9% |