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 | $21,807 | $112,881-80.7% | $90,951-76.0% | $158,922-86.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.20% | 215.79%-193.6pp | 134.60%-112.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,200 | $2,893-58.5% | $2,122-43.4% | $4,761-74.8% |
| Participant deferral / active EE | $3,298 | $4,128-20.1% | $3,373-2.2% | $5,982-44.9% |
| Admin fee / account holder | $87 | $8,041-98.9% | $5,959-98.5% | $11,246-99.2% |