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 | $16,605 | $96,635-82.8% | $86,612-80.8% | $139,434-88.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.84% | 106.41%-93.6pp | 591.07%-578.2pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,930 | $3,263+20.5% | $3,022+30.0% | $4,751-17.3% |
| Participant deferral / active EE | $1,838 | $4,836-62.0% | $4,438-58.6% | $6,710-72.6% |
| Admin fee / account holder | $35 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |