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 9-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 | $12,537 | $88,751-85.9% | $81,812-84.7% | $145,922-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.18% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $611 | $3,083-80.2% | $2,912-79.0% | $4,660-86.9% |
| Participant deferral / active EE | $2,837 | $4,643-38.9% | $4,319-34.3% | $6,688-57.6% |
| Admin fee / account holder | $82 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |