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 | $21,643 | $88,751-75.6% | $81,812-73.5% | $145,922-85.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.14% | 1025.40%-1014.3pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,357 | $3,083-23.6% | $2,912-19.1% | $4,660-49.4% |
| Participant deferral / active EE | $4,025 | $4,643-13.3% | $4,319-6.8% | $6,688-39.8% |
| Admin fee / account holder | $236 | $8,415-97.2% | $7,386-96.8% | $13,397-98.2% |