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 | $14,937 | $90,600-83.5% | $79,464-81.2% | $135,375-89.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 111.51% | 977.43%-865.9pp | 718.14%-606.6pp | 519.73%-408.2pp |
| Employer contribution / active EE | $1,875 | $3,068-38.9% | $2,800-33.0% | $4,779-60.8% |
| Participant deferral / active EE | $2,987 | $4,050-26.2% | $3,704-19.3% | $5,609-46.7% |
| Admin fee / account holder | $81 | $5,907-98.6% | $5,113-98.4% | $10,827-99.3% |