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 | $29,582 | $88,751-66.7% | $81,812-63.8% | $145,922-79.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.53% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $986 | $3,083-68.0% | $2,912-66.2% | $4,660-78.9% |
| Participant deferral / active EE | $2,464 | $4,643-46.9% | $4,319-43.0% | $6,688-63.2% |
| Admin fee / account holder | $282 | $8,415-96.7% | $7,386-96.2% | $13,397-97.9% |