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 | $20,125 | $96,635-79.2% | $86,612-76.8% | $139,434-85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.59% | 106.41%-84.8pp | 591.07%-569.5pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,465 | $3,263-55.1% | $3,022-51.5% | $4,751-69.2% |
| Participant deferral / active EE | $3,658 | $4,836-24.4% | $4,438-17.6% | $6,710-45.5% |
| Admin fee / account holder | $87 | $6,408-98.6% | $5,614-98.5% | $11,403-99.2% |