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 | $24,363 | $89,355-72.7% | $141,162-82.7% | $72,985-66.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.68% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $5,813 | $3,114+86.7% | $4,735+22.8% | $2,440+138.3% |
| Participant deferral / active EE | $2,415 | $5,418-55.4% | $6,709-64.0% | $3,607-33.0% |
| Admin fee / account holder | $200 | $5,958-96.7% | $10,261-98.1% | $5,124-96.1% |