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 | $20,889 | $96,635-78.4% | $86,612-75.9% | $139,434-85.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.91% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $400 | $3,263-87.7% | $3,022-86.8% | $4,751-91.6% |
| Participant deferral / active EE | $2,067 | $4,836-57.3% | $4,438-53.4% | $6,710-69.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |