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 | $12,068 | $96,305-87.5% | $80,569-85.0% | $139,434-91.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 26.64% | 1350.08%-1323.4pp | 935.43%-908.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,948 | $3,262-9.6% | $2,723+8.2% | $4,751-37.9% |
| Participant deferral / active EE | $4,943 | $5,232-5.5% | $4,447+11.1% | $6,710-26.3% |
| Admin fee / account holder | $6 | $6,599-99.9% | $5,377-99.9% | $11,403-100.0% |