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 | $12,958 | $88,751-85.4% | $81,812-84.2% | $145,922-91.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.92% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,134 | $3,083-30.8% | $2,912-26.7% | $4,660-54.2% |
| Participant deferral / active EE | $2,134 | $4,643-54.0% | $4,319-50.6% | $6,688-68.1% |
| Admin fee / account holder | $137 | $8,415-98.4% | $7,386-98.1% | $13,397-99.0% |