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 | $16,481 | $84,696-80.5% | $75,696-78.2% | $167,490-90.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.67% | 199.36%-187.7pp | 104.53%-92.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,380 | $4,580-69.9% | $3,821-63.9% | $6,341-78.2% |
| Admin fee / account holder | $26 | $5,355-99.5% | $3,619-99.3% | $12,309-99.8% |