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 | $16,040 | $96,305-83.3% | $80,569-80.1% | $139,434-88.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.22% | 1350.08%-1325.9pp | 935.43%-911.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,387 | $3,262-57.5% | $2,723-49.1% | $4,751-70.8% |
| Participant deferral / active EE | $1,508 | $5,232-71.2% | $4,447-66.1% | $6,710-77.5% |
| Admin fee / account holder | $3 | $6,599-100.0% | $5,377-99.9% | $11,403-100.0% |