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 | $14,520 | $99,020-85.3% | $86,590-83.2% | $147,584-90.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 45.01% | 1312.34%-1267.3pp | 964.84%-919.8pp | 578.55%-533.5pp |
| Employer contribution / active EE | $6,228 | $3,132+98.9% | $2,839+119.3% | $4,876+27.7% |
| Participant deferral / active EE | $2,791 | $3,972-29.7% | $3,609-22.7% | $5,439-48.7% |
| Admin fee / account holder | $49 | $5,710-99.2% | $4,906-99.0% | $10,885-99.6% |