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 5-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 | $11,663 | $74,888-84.4% | $71,209-83.6% | $142,382-91.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 381.56% | 345.14%+36.4pp | 282.51%+99.1pp | 217.08%+164.5pp |
| Employer contribution / active EE | $1,471 | $2,854-48.5% | $2,721-45.9% | $4,299-65.8% |
| Participant deferral / active EE | $2,380 | $4,454-46.6% | $4,175-43.0% | $6,507-63.4% |
| Admin fee / account holder | $154 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |