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 | $17,416 | $115,770-85.0% | $101,248-82.8% | $158,922-89.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.21% | 56.14%-35.9pp | 46.47%-26.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,002 | $4,175-52.0% | $3,660-45.3% | $4,761-57.9% |
| Participant deferral / active EE | $2,270 | $4,957-54.2% | $4,370-48.1% | $5,982-62.1% |
| Admin fee / account holder | $152 | $7,245-97.9% | $5,945-97.4% | $11,246-98.7% |