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 5-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 | $24,376 | $96,305-74.7% | $80,569-69.7% | $139,434-82.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.80% | 1350.08%-1339.3pp | 935.43%-924.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $8,614 | $3,262+164.1% | $2,723+216.3% | $4,751+81.3% |
| Participant deferral / active EE | $4,941 | $5,232-5.6% | $4,447+11.1% | $6,710-26.4% |
| Admin fee / account holder | $240 | $6,599-96.4% | $5,377-95.5% | $11,403-97.9% |