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 5-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 | $20,818 | $108,919-80.9% | $100,391-79.3% | $145,922-85.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 57.88%-47.4pp | 49.20%-38.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,584 | $4,419-64.2% | $3,942-59.8% | $4,660-66.0% |
| Participant deferral / active EE | $6,178 | $8,445-26.8% | $8,082-23.6% | $6,688-7.6% |
| Admin fee / account holder | $26 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |