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 | $9,872 | $70,606-86.0% | $53,898-81.7% | $142,382-93.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.73% | 619.81%-604.1pp | 528.60%-512.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $939 | $1,202-21.9% | $932+0.7% | $4,299-78.2% |
| Participant deferral / active EE | $2,288 | $2,364-3.2% | $1,826+25.3% | $6,507-64.8% |
| Admin fee / account holder | $125 | $2,852-95.6% | $2,491-95.0% | $12,624-99.0% |