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 | $18,101 | $73,515-75.4% | $62,995-71.3% | $147,584-87.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 23.90% | 175.43%-151.5pp | 87.57%-63.7pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,097 | $3,320-67.0% | $2,759-60.3% | $4,876-77.5% |
| Participant deferral / active EE | $1,097 | $4,185-73.8% | $3,329-67.1% | $5,439-79.8% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |