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 | $18,642 | $96,305-80.6% | $80,569-76.9% | $139,434-86.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.73% | 1350.08%-1327.4pp | 935.43%-912.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,512 | $3,262-53.6% | $2,723-44.5% | $4,751-68.2% |
| Participant deferral / active EE | $2,386 | $5,232-54.4% | $4,447-46.4% | $6,710-64.4% |
| Admin fee / account holder | $168 | $6,599-97.5% | $5,377-96.9% | $11,403-98.5% |