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 | $13,991 | $60,124-76.7% | $90,404-84.5% | $79,858-82.5% |
| Participation rate | 93.9% | 65.0%+28.9pp | 72.7%+21.2pp | 69.6%+24.2pp |
| Annual return | 4654.93% | 71.94%+4583.0pp | 1293.02%+3361.9pp | 31.71%+4623.2pp |
| Employer contribution / active EE | $875 | $2,068-57.7% | $3,262-73.2% | $2,471-64.6% |
| Participant deferral / active EE | $2,870 | $2,938-2.3% | $3,963-27.6% | $3,740-23.3% |
| Admin fee / account holder | $37 | $3,976-99.1% | $5,611-99.3% | $5,306-99.3% |