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 | $23,090 | $107,934-78.6% | $91,989-74.9% | $152,861-84.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.16% | 89.24%-67.1pp | 69.02%-46.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,817 | $4,210-56.9% | $3,452-47.4% | $4,762-61.9% |
| Participant deferral / active EE | $6,194 | $6,364-2.7% | $5,923+4.6% | $5,850+5.9% |
| Admin fee / account holder | $229 | $10,520-97.8% | $7,743-97.0% | $11,596-98.0% |