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 | $25,354 | $109,817-76.9% | $98,442-74.2% | $167,490-84.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.61% | 1956.69%-1941.1pp | 1492.73%-1477.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,450 | $3,224-55.0% | $2,960-51.0% | $4,837-70.0% |
| Participant deferral / active EE | $3,328 | $4,673-28.8% | $4,276-22.2% | $6,341-47.5% |
| Admin fee / account holder | $110 | $6,753-98.4% | $5,949-98.2% | $12,309-99.1% |