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 | $25,174 | $99,020-74.6% | $86,590-70.9% | $147,584-82.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.86% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $598 | $3,132-80.9% | $2,839-79.0% | $4,876-87.7% |
| Participant deferral / active EE | $1,219 | $3,972-69.3% | $3,609-66.2% | $5,439-77.6% |
| Admin fee / account holder | $73 | $5,710-98.7% | $4,906-98.5% | $10,885-99.3% |