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 5-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 | $9,683 | $70,606-86.3% | $53,898-82.0% | $142,382-93.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.16% | 619.81%-605.7pp | 528.60%-514.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,677 | $1,202+39.5% | $932+79.9% | $4,299-61.0% |
| Participant deferral / active EE | $860 | $2,364-63.6% | $1,826-52.9% | $6,507-86.8% |
| Admin fee / account holder | $174 | $2,852-93.9% | $2,491-93.0% | $12,624-98.6% |