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 | $18,870 | $108,642-82.6% | $74,701-74.7% | $152,861-87.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.53% | 114.06%-91.5pp | 752.92%-730.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,322 | $1,503-12.0% | $1,084+22.0% | $4,762-72.2% |
| Participant deferral / active EE | $2,158 | $2,712-20.5% | $1,964+9.9% | $5,850-63.1% |
| Admin fee / account holder | $106 | $4,902-97.8% | $3,333-96.8% | $11,596-99.1% |