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 | $22,108 | $104,486-78.8% | $76,817-71.2% | $152,861-85.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 14.55% | 1013.37%-998.8pp | 1166.11%-1151.6pp | 345.32%-330.8pp |
| Employer contribution / active EE | $4,367 | $3,116+40.2% | $2,302+89.7% | $4,762-8.3% |
| Participant deferral / active EE | $4,199 | $4,236-0.9% | $3,336+25.9% | $5,850-28.2% |
| Admin fee / account holder | $26 | $12,275-99.8% | $6,420-99.6% | $11,596-99.8% |