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 | $21,822 | $117,983-81.5% | $101,794-78.6% | $142,382-84.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.34% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,000 | $2,773+44.3% | $2,289+74.8% | $4,299-7.0% |
| Participant deferral / active EE | $2,818 | $4,714-40.2% | $4,084-31.0% | $6,507-56.7% |
| Admin fee / account holder | $65 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |