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 10-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 | $15,914 | $108,642-85.4% | $74,701-78.7% | $152,861-89.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 18.08% | 114.06%-96.0pp | 752.92%-734.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $5,000 | $1,503+232.7% | $1,084+361.4% | $4,762+5.0% |
| Participant deferral / active EE | $900 | $2,712-66.8% | $1,964-54.2% | $5,850-84.6% |
| Admin fee / account holder | $151 | $4,902-96.9% | $3,333-95.5% | $11,596-98.7% |