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 | $19,791 | $100,901-80.4% | $75,670-73.8% | $147,584-86.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.91% | 35.78%-17.9pp | 27.34%-9.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $3,605 | $3,253+10.8% | $2,352+53.3% | $4,876-26.1% |
| Participant deferral / active EE | $4,088 | $4,027+1.5% | $3,142+30.1% | $5,439-24.8% |
| Admin fee / account holder | $71 | $11,285-99.4% | $5,800-98.8% | $10,885-99.3% |