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 | $18,059 | $52,279-65.5% | $89,391-79.8% | $79,858-77.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 17.07% | 22.16%-5.1pp | 245.62%-228.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,643 | $1,572+131.8% | $2,586+40.9% | $2,471+47.4% |
| Participant deferral / active EE | $2,208 | $2,740-19.4% | $3,890-43.2% | $3,740-41.0% |
| Admin fee / account holder | $114 | $3,356-96.6% | $4,881-97.7% | $5,306-97.9% |