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 | $12,662 | $84,696-85.1% | $75,696-83.3% | $167,490-92.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 34.93% | 199.36%-164.4pp | 104.53%-69.6pp | 478.56%-443.6pp |
| Employer contribution / active EE | $846 | $3,230-73.8% | $2,743-69.1% | $4,837-82.5% |
| Participant deferral / active EE | $13,000 | $4,580+183.9% | $3,821+240.2% | $6,341+105.0% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |