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 | $22,417 | $103,376-78.3% | $87,100-74.3% | $152,861-85.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.57% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,812 | $3,220-43.7% | $2,521-28.1% | $4,762-62.0% |
| Participant deferral / active EE | $3,441 | $4,778-28.0% | $4,049-15.0% | $5,850-41.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |