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 | $16,919 | $169,032-90.0% | $129,207-86.9% | $145,922-88.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.81% | 14330.11%-14318.3pp | 9417.33%-9405.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $604 | $5,537-89.1% | $4,153-85.5% | $4,660-87.0% |
| Participant deferral / active EE | $10,036 | $4,987+101.2% | $4,168+140.8% | $6,688+50.1% |
| Admin fee / account holder | $159 | $9,954-98.4% | $7,715-97.9% | $13,397-98.8% |