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 | $29,690 | $96,484-69.2% | $75,886-60.9% | $152,861-80.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.31% | 33.98%-10.7pp | 30.76%-7.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,167 | $3,309-64.7% | $2,500-53.3% | $4,762-75.5% |
| Participant deferral / active EE | $1,167 | $4,553-74.4% | $3,603-67.6% | $5,850-80.1% |
| Admin fee / account holder | $56 | $8,078-99.3% | $5,418-99.0% | $11,596-99.5% |