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 | $21,431 | $185,200-88.4% | $142,863-85.0% | $167,490-87.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 18.41% | 8555.70%-8537.3pp | 5637.54%-5619.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $983 | $5,604-82.5% | $4,144-76.3% | $4,837-79.7% |
| Participant deferral / active EE | $10,575 | $4,494+135.3% | $3,837+175.6% | $6,341+66.8% |
| Admin fee / account holder | $207 | $8,031-97.4% | $6,560-96.8% | $12,309-98.3% |