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 | $15,160 | $88,751-82.9% | $81,812-81.5% | $145,922-89.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.53% | 1025.40%-1003.9pp | 773.79%-752.3pp | 561.29%-539.8pp |
| Employer contribution / active EE | $910 | $3,083-70.5% | $2,912-68.8% | $4,660-80.5% |
| Participant deferral / active EE | $2,600 | $4,643-44.0% | $4,319-39.8% | $6,688-61.1% |
| Admin fee / account holder | $143 | $8,415-98.3% | $7,386-98.1% | $13,397-98.9% |