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 | $16,955 | $99,020-82.9% | $86,590-80.4% | $147,584-88.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.64% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,994 | $3,132+27.5% | $2,839+40.7% | $4,876-18.1% |
| Participant deferral / active EE | $4,000 | $3,972+0.7% | $3,609+10.8% | $5,439-26.5% |
| Admin fee / account holder | $68 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |