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 | $14,447 | $70,756-79.6% | $65,493-77.9% | $142,382-89.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.69% | 1754.89%-1735.2pp | 982.45%-962.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,787 | $2,881-3.3% | $2,574+8.2% | $4,299-35.2% |
| Participant deferral / active EE | $1,154 | $4,637-75.1% | $3,961-70.9% | $6,507-82.3% |
| Admin fee / account holder | $247 | $6,559-96.2% | $5,028-95.1% | $12,624-98.0% |