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 | $27,500 | $105,998-74.1% | $92,233-70.2% | $147,584-81.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.59% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,693 | $4,333-14.8% | $3,679+0.4% | $4,876-24.3% |
| Participant deferral / active EE | $2,961 | $4,478-33.9% | $3,897-24.0% | $5,439-45.6% |
| Admin fee / account holder | $101 | $6,332-98.4% | $5,194-98.0% | $10,885-99.1% |