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 | $11,000 | $109,817-90.0% | $98,442-88.8% | $167,490-93.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 44.08% | 1956.69%-1912.6pp | 1492.73%-1448.6pp | 478.56%-434.5pp |
| Employer contribution / active EE | $1,722 | $3,224-46.6% | $2,960-41.8% | $4,837-64.4% |
| Participant deferral / active EE | $6,713 | $4,673+43.6% | $4,276+57.0% | $6,341+5.9% |
| Admin fee / account holder | $64 | $6,753-99.1% | $5,949-98.9% | $12,309-99.5% |