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 | $14,199 | $88,751-84.0% | $81,812-82.6% | $145,922-90.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.08% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,389 | $3,083-55.0% | $2,912-52.3% | $4,660-70.2% |
| Participant deferral / active EE | $2,218 | $4,643-52.2% | $4,319-48.6% | $6,688-66.8% |
| Admin fee / account holder | $68 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |