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 8-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 | $15,634 | $108,642-85.6% | $74,701-79.1% | $152,861-89.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 11.47% | 114.06%-102.6pp | 752.92%-741.5pp | 345.32%-333.8pp |
| Employer contribution / active EE | $1,678 | $1,503+11.7% | $1,084+54.9% | $4,762-64.8% |
| Participant deferral / active EE | $3,674 | $2,712+35.4% | $1,964+87.1% | $5,850-37.2% |
| Admin fee / account holder | $83 | $4,902-98.3% | $3,333-97.5% | $11,596-99.3% |