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 | $23,430 | $96,635-75.8% | $86,612-72.9% | $139,434-83.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.74% | 106.41%-90.7pp | 591.07%-575.3pp | 372.94%-357.2pp |
| Employer contribution / active EE | $906 | $3,263-72.2% | $3,022-70.0% | $4,751-80.9% |
| Participant deferral / active EE | $2,264 | $4,836-53.2% | $4,438-49.0% | $6,710-66.3% |
| Admin fee / account holder | $128 | $6,408-98.0% | $5,614-97.7% | $11,403-98.9% |