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 | $16,423 | $105,998-84.5% | $92,233-82.2% | $147,584-88.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.16% | 50.05%-25.9pp | 176.28%-152.1pp | 578.55%-554.4pp |
| Employer contribution / active EE | $2,577 | $4,333-40.5% | $3,679-30.0% | $4,876-47.2% |
| Participant deferral / active EE | $3,660 | $4,478-18.3% | $3,897-6.1% | $5,439-32.7% |
| Admin fee / account holder | $78 | $6,332-98.8% | $5,194-98.5% | $10,885-99.3% |