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 3-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 | $10,282 | $88,751-88.4% | $81,812-87.4% | $145,922-93.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.76% | 1025.40%-1000.6pp | 773.79%-749.0pp | 561.29%-536.5pp |
| Employer contribution / active EE | $2,447 | $3,083-20.6% | $2,912-16.0% | $4,660-47.5% |
| Participant deferral / active EE | $5,745 | $4,643+23.7% | $4,319+33.0% | $6,688-14.1% |
| Admin fee / account holder | $9 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |