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 | $10,192 | $102,966-90.1% | $90,281-88.7% | $152,861-93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.95% | 95.16%-71.2pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $614 | $3,139-80.4% | $2,854-78.5% | $4,762-87.1% |
| Participant deferral / active EE | $1,731 | $4,281-59.6% | $3,885-55.4% | $5,850-70.4% |
| Admin fee / account holder | $125 | $6,171-98.0% | $5,351-97.7% | $11,596-98.9% |