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 10-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 | $14,413 | $90,600-84.1% | $79,464-81.9% | $135,375-89.4% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 9.13% | 977.43%-968.3pp | 718.14%-709.0pp | 519.73%-510.6pp |
| Employer contribution / active EE | $1,446 | $3,068-52.9% | $2,800-48.4% | $4,779-69.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $63 | $5,907-98.9% | $5,113-98.8% | $10,827-99.4% |