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 | $12,906 | $111,724-88.4% | $93,606-86.2% | $145,922-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.85% | 202.98%-193.1pp | 133.20%-123.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,063 | $3,090-65.6% | $2,420-56.1% | $4,660-77.2% |
| Participant deferral / active EE | $1,766 | $4,912-64.0% | $4,411-60.0% | $6,688-73.6% |
| Admin fee / account holder | $128 | $10,250-98.8% | $8,285-98.5% | $13,397-99.0% |