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 | $12,467 | $72,400-82.8% | $67,502-81.5% | $145,922-91.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.16% | 7182.46%-7171.3pp | 3512.12%-3501.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,570 | $3,069-48.8% | $2,731-42.5% | $4,660-66.3% |
| Participant deferral / active EE | $2,655 | $4,783-44.5% | $4,000-33.6% | $6,688-60.3% |
| Admin fee / account holder | $81 | $5,539-98.5% | $3,998-98.0% | $13,397-99.4% |