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 6-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 | $27,127 | $70,756-61.7% | $65,493-58.6% | $142,382-80.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.51% | 1754.89%-1738.4pp | 982.45%-965.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,080 | $2,881-62.5% | $2,574-58.0% | $4,299-74.9% |
| Participant deferral / active EE | $1,620 | $4,637-65.1% | $3,961-59.1% | $6,507-75.1% |
| Admin fee / account holder | $107 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |