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 | $17,516 | $109,817-84.0% | $98,442-82.2% | $167,490-89.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.67% | 1956.69%-1946.0pp | 1492.73%-1482.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $3,404 | $3,224+5.6% | $2,960+15.0% | $4,837-29.6% |
| Participant deferral / active EE | $1,551 | $4,673-66.8% | $4,276-63.7% | $6,341-75.5% |
| Admin fee / account holder | $52 | $6,753-99.2% | $5,949-99.1% | $12,309-99.6% |