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 | $21,242 | $108,642-80.4% | $74,701-71.6% | $152,861-86.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 27.48% | 114.06%-86.6pp | 752.92%-725.4pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,108 | $1,503-26.3% | $1,084+2.2% | $4,762-76.7% |
| Participant deferral / active EE | $4,417 | $2,712+62.8% | $1,964+124.9% | $5,850-24.5% |
| Admin fee / account holder | $10 | $4,902-99.8% | $3,333-99.7% | $11,596-99.9% |