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 | $13,508 | $102,966-86.9% | $90,281-85.0% | $152,861-91.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.01% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,396 | $3,139-55.5% | $2,854-51.1% | $4,762-70.7% |
| Participant deferral / active EE | $3,070 | $4,281-28.3% | $3,885-21.0% | $5,850-47.5% |
| Admin fee / account holder | $154 | $6,171-97.5% | $5,351-97.1% | $11,596-98.7% |