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 | $12,771 | $102,966-87.6% | $90,281-85.9% | $152,861-91.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.48% | 95.16%-72.7pp | 78.10%-55.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $659 | $3,139-79.0% | $2,854-76.9% | $4,762-86.2% |
| Participant deferral / active EE | $1,582 | $4,281-63.1% | $3,885-59.3% | $5,850-73.0% |
| Admin fee / account holder | $118 | $6,171-98.1% | $5,351-97.8% | $11,596-99.0% |