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 | $18,509 | $99,020-81.3% | $86,590-78.6% | $147,584-87.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.02% | 1312.34%-1286.3pp | 964.84%-938.8pp | 578.55%-552.5pp |
| Employer contribution / active EE | $2,207 | $3,132-29.5% | $2,839-22.3% | $4,876-54.7% |
| Participant deferral / active EE | $5,709 | $3,972+43.7% | $3,609+58.2% | $5,439+5.0% |
| Admin fee / account holder | $261 | $5,710-95.4% | $4,906-94.7% | $10,885-97.6% |