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 4-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 | $9,516 | $96,305-90.1% | $80,569-88.2% | $139,434-93.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.33% | 1350.08%-1326.8pp | 935.43%-912.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $4,455 | $3,262+36.6% | $2,723+63.6% | $4,751-6.2% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,447-100.0% | $6,710-100.0% |
| Admin fee / account holder | $51 | $6,599-99.2% | $5,377-99.0% | $11,403-99.5% |