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 | $21,319 | $121,625-82.5% | $104,607-79.6% | $158,922-86.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.19% | 465.26%-446.1pp | 340.46%-321.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,717 | $3,163-45.7% | $2,681-35.9% | $4,761-63.9% |
| Participant deferral / active EE | $1,520 | $4,177-63.6% | $3,740-59.3% | $5,982-74.6% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |