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 | $10,275 | $102,966-90.0% | $90,281-88.6% | $152,861-93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 213.65% | 95.16%+118.5pp | 78.10%+135.6pp | 345.32%-131.7pp |
| Employer contribution / active EE | $1,894 | $3,139-39.7% | $2,854-33.7% | $4,762-60.2% |
| Participant deferral / active EE | $1,433 | $4,281-66.5% | $3,885-63.1% | $5,850-75.5% |
| Admin fee / account holder | $114 | $6,171-98.2% | $5,351-97.9% | $11,596-99.0% |