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 | $19,244 | $115,770-83.4% | $101,248-81.0% | $158,922-87.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.16% | 56.14%-43.0pp | 46.47%-33.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,271 | $4,175-21.7% | $3,660-10.6% | $4,761-31.3% |
| Participant deferral / active EE | $3,277 | $4,957-33.9% | $4,370-25.0% | $5,982-45.2% |
| Admin fee / account holder | $108 | $7,245-98.5% | $5,945-98.2% | $11,246-99.0% |