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 | $22,921 | $165,335-86.1% | $149,696-84.7% | $158,922-85.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.75% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,118 | $5,103-78.1% | $4,644-75.9% | $4,761-76.5% |
| Participant deferral / active EE | $10,772 | $7,181+50.0% | $6,842+57.4% | $5,982+80.1% |
| Admin fee / account holder | $103 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |