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 | $16,328 | $202,432-91.9% | $169,368-90.4% | $139,434-88.3% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 15.44% | 531.74%-516.3pp | 405.60%-390.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $42 | $10,708-99.6% | $9,003-99.5% | $11,403-99.6% |