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 | $18,104 | $105,998-82.9% | $92,233-80.4% | $147,584-87.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.56% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,166 | $4,333-73.1% | $3,679-68.3% | $4,876-76.1% |
| Participant deferral / active EE | $1,677 | $4,478-62.6% | $3,897-57.0% | $5,439-69.2% |
| Admin fee / account holder | $24 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |