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 7-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 | $18,435 | $109,327-83.1% | $89,391-79.4% | $158,922-88.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 47.16% | 345.68%-298.5pp | 245.62%-198.5pp | 302.83%-255.7pp |
| Employer contribution / active EE | $1,734 | $3,170-45.3% | $2,586-32.9% | $4,761-63.6% |
| Participant deferral / active EE | $10,747 | $4,598+133.7% | $3,890+176.3% | $5,982+79.6% |
| Admin fee / account holder | $84 | $6,153-98.6% | $4,881-98.3% | $11,246-99.3% |