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 | $12,974 | $104,907-87.6% | $84,611-84.7% | $152,861-91.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.22% | 373.79%-348.6pp | 258.74%-233.5pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,279 | $3,302-31.0% | $2,652-14.1% | $4,762-52.1% |
| Participant deferral / active EE | $5,379 | $4,688+14.7% | $3,899+38.0% | $5,850-8.1% |
| Admin fee / account holder | $35 | $6,241-99.4% | $4,912-99.3% | $11,596-99.7% |