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 | $7,186 | $99,877-92.8% | $84,966-91.5% | $145,922-95.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.50% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,320 | $3,231-59.1% | $2,727-51.6% | $4,660-71.7% |
| Participant deferral / active EE | $1,193 | $5,291-77.4% | $4,519-73.6% | $6,688-82.2% |
| Admin fee / account holder | $21 | $7,248-99.7% | $6,149-99.7% | $13,397-99.8% |