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 | $24,453 | $105,998-76.9% | $92,233-73.5% | $147,584-83.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.28% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,535 | $4,333-64.6% | $3,679-58.3% | $4,876-68.5% |
| Participant deferral / active EE | $3,701 | $4,478-17.3% | $3,897-5.0% | $5,439-31.9% |
| Admin fee / account holder | $169 | $6,332-97.3% | $5,194-96.8% | $10,885-98.4% |