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 | $20,541 | $76,000-73.0% | $154,107-86.7% | $64,186-68.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 15.43% | 30.32%-14.9pp | 735.12%-719.7pp | 7.63%+7.8pp |
| Employer contribution / active EE | $3,111 | $3,351-7.2% | $5,298-41.3% | $2,381+30.7% |
| Participant deferral / active EE | $2,275 | $3,175-28.3% | $5,081-55.2% | $3,470-34.4% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |