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 5-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 | $10,119 | $96,305-89.5% | $80,569-87.4% | $139,434-92.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.36% | 1350.08%-1328.7pp | 935.43%-914.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,406 | $3,262-56.9% | $2,723-48.4% | $4,751-70.4% |
| Participant deferral / active EE | $2,216 | $5,232-57.6% | $4,447-50.2% | $6,710-67.0% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |