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 3-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 | $13,617 | $108,919-87.5% | $100,391-86.4% | $145,922-90.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.28% | 57.88%-41.6pp | 49.20%-32.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,049 | $4,419-53.6% | $3,942-48.0% | $4,660-56.0% |
| Participant deferral / active EE | $2,643 | $8,445-68.7% | $8,082-67.3% | $6,688-60.5% |
| Admin fee / account holder | $20 | $9,689-99.8% | $7,899-99.7% | $13,397-99.9% |