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 | $22,057 | $96,956-77.2% | $70,014-68.5% | $273,961-91.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 865.10% | 12.93%+852.2pp | 12.99%+852.1pp | 41.45%+823.6pp |
| Employer contribution / active EE | $3,146 | $3,316-5.1% | $2,338+34.5% | $4,869-35.4% |
| Participant deferral / active EE | $2,723 | $3,744-27.3% | $2,931-7.1% | $5,287-48.5% |
| Admin fee / account holder | $9 | $7,934-99.9% | $4,380-99.8% | $10,132-99.9% |