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 10-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 | $18,317 | $99,020-81.5% | $86,590-78.8% | $147,584-87.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 36.86% | 1312.34%-1275.5pp | 964.84%-928.0pp | 578.55%-541.7pp |
| Employer contribution / active EE | $4,532 | $3,132+44.7% | $2,839+59.6% | $4,876-7.1% |
| Participant deferral / active EE | $7,400 | $3,972+86.3% | $3,609+105.1% | $5,439+36.1% |
| Admin fee / account holder | $86 | $5,710-98.5% | $4,906-98.2% | $10,885-99.2% |