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 | $17,038 | $105,931-83.9% | $81,930-79.2% | $158,922-89.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 17.45% | 38.17%-20.7pp | 29.49%-12.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,123 | $7,800-72.8% | $4,310-50.7% | $4,761-55.4% |
| Participant deferral / active EE | $1,133 | $13,003-91.3% | $7,107-84.1% | $5,982-81.1% |
| Admin fee / account holder | $187 | $8,489-97.8% | $5,158-96.4% | $11,246-98.3% |