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 | $20,255 | $73,515-72.4% | $62,995-67.8% | $147,584-86.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.03% | 175.43%-165.4pp | 87.57%-77.5pp | 578.55%-568.5pp |
| Employer contribution / active EE | $2,250 | $3,320-32.2% | $2,759-18.4% | $4,876-53.9% |
| Participant deferral / active EE | $3,081 | $4,185-26.4% | $3,329-7.5% | $5,439-43.4% |
| Admin fee / account holder | $19 | $5,953-99.7% | $3,600-99.5% | $10,885-99.8% |