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 | $18,908 | $84,695-77.7% | $73,843-74.4% | $125,391-84.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.65% | 3123.53%-3122.9pp | 2267.84%-2267.2pp | 282.22%-281.6pp |
| Employer contribution / active EE | $910 | $3,123-70.9% | $2,787-67.4% | $4,866-81.3% |
| Participant deferral / active EE | $1,876 | $3,992-53.0% | $3,583-47.6% | $5,352-64.9% |
| Admin fee / account holder | $252 | $5,691-95.6% | $4,880-94.8% | $9,540-97.4% |