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 | $16,761 | $99,020-83.1% | $86,590-80.6% | $147,584-88.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.49% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,013 | $3,132-35.7% | $2,839-29.1% | $4,876-58.7% |
| Participant deferral / active EE | $1,448 | $3,972-63.5% | $3,609-59.9% | $5,439-73.4% |
| Admin fee / account holder | $97 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |