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 9-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 | $22,905 | $112,096-79.6% | $95,952-76.1% | $158,922-85.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.88% | 171.09%-149.2pp | 91.61%-69.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $2,500 | $3,198-21.8% | $2,541-1.6% | $4,761-47.5% |
| Participant deferral / active EE | $2,500 | $4,784-47.7% | $4,167-40.0% | $5,982-58.2% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |