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 4-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 | $22,465 | $88,751-74.7% | $81,812-72.5% | $145,922-84.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.54% | 1025.40%-1005.9pp | 773.79%-754.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,579 | $3,083-48.8% | $2,912-45.8% | $4,660-66.1% |
| Participant deferral / active EE | $8,023 | $4,643+72.8% | $4,319+85.8% | $6,688+20.0% |
| Admin fee / account holder | $84 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |