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 | $13,120 | $96,635-86.4% | $86,612-84.9% | $139,434-90.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.30% | 106.41%-87.1pp | 591.07%-571.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,152 | $3,263-64.7% | $3,022-61.9% | $4,751-75.8% |
| Participant deferral / active EE | $1,731 | $4,836-64.2% | $4,438-61.0% | $6,710-74.2% |
| Admin fee / account holder | $63 | $6,408-99.0% | $5,614-98.9% | $11,403-99.5% |