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 | $12,372 | $102,966-88.0% | $90,281-86.3% | $152,861-91.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.87% | 95.16%-71.3pp | 78.10%-54.2pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,843 | $3,139-41.3% | $2,854-35.4% | $4,762-61.3% |
| Participant deferral / active EE | $2,762 | $4,281-35.5% | $3,885-28.9% | $5,850-52.8% |
| Admin fee / account holder | $231 | $6,171-96.3% | $5,351-95.7% | $11,596-98.0% |