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 7-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 | $10,096 | $156,846-93.6% | $121,098-91.7% | $139,434-92.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.45% | 1474.56%-1449.1pp | 985.75%-960.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $950 | $5,536-82.8% | $4,164-77.2% | $4,751-80.0% |
| Participant deferral / active EE | $2,608 | $4,844-46.2% | $4,080-36.1% | $6,710-61.1% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |