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 | $13,839 | $114,047-87.9% | $96,139-85.6% | $167,490-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.05% | 189.88%-174.8pp | 191.94%-176.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,212 | $3,427-35.5% | $2,797-20.9% | $4,837-54.3% |
| Participant deferral / active EE | $2,009 | $5,194-61.3% | $4,349-53.8% | $6,341-68.3% |
| Admin fee / account holder | $119 | $6,897-98.3% | $5,537-97.8% | $12,309-99.0% |