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 | $18,589 | $118,849-84.4% | $96,562-80.7% | $167,490-88.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.73% | 50.49%-37.8pp | 37.78%-25.1pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,439 | $3,120-53.9% | $2,356-38.9% | $4,837-70.2% |
| Participant deferral / active EE | $1,491 | $4,616-67.7% | $3,849-61.3% | $6,341-76.5% |
| Admin fee / account holder | $20 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |