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 8-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 | $16,995 | $114,047-85.1% | $96,139-82.3% | $167,490-89.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.32% | 189.88%-178.6pp | 191.94%-180.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,371 | $3,427-60.0% | $2,797-51.0% | $4,837-71.7% |
| Participant deferral / active EE | $1,604 | $5,194-69.1% | $4,349-63.1% | $6,341-74.7% |
| Admin fee / account holder | $116 | $6,897-98.3% | $5,537-97.9% | $12,309-99.1% |