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 | $25,845 | $105,998-75.6% | $92,233-72.0% | $147,584-82.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.02% | 50.05%-30.0pp | 176.28%-156.3pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,035 | $4,333-53.0% | $3,679-44.7% | $4,876-58.3% |
| Participant deferral / active EE | $3,407 | $4,478-23.9% | $3,897-12.6% | $5,439-37.4% |
| Admin fee / account holder | $90 | $6,332-98.6% | $5,194-98.3% | $10,885-99.2% |