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 | $14,149 | $100,901-86.0% | $75,670-81.3% | $147,584-90.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 29.95% | 35.78%-5.8pp | 27.34%+2.6pp | 578.55%-548.6pp |
| Employer contribution / active EE | $1,625 | $3,253-50.0% | $2,352-30.9% | $4,876-66.7% |
| Participant deferral / active EE | $5,186 | $4,027+28.8% | $3,142+65.0% | $5,439-4.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |