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 | $10,911 | $88,751-87.7% | $81,812-86.7% | $145,922-92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.90% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,430 | $3,083-21.2% | $2,912-16.6% | $4,660-47.9% |
| Participant deferral / active EE | $4,017 | $4,643-13.5% | $4,319-7.0% | $6,688-39.9% |
| Admin fee / account holder | $32 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |