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 | $16,415 | $76,738-78.6% | $56,411-70.9% | $145,922-88.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.67% | 2994.23%-2984.6pp | 1701.33%-1691.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,053 | $1,380+193.7% | $1,039+290.2% | $4,660-13.0% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $296 | $3,334-91.1% | $2,829-89.5% | $13,397-97.8% |