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 6-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 | $5,309 | $70,756-92.5% | $65,493-91.9% | $142,382-96.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.21% | 1754.89%-1735.7pp | 982.45%-963.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $857 | $2,881-70.3% | $2,574-66.7% | $4,299-80.1% |
| Participant deferral / active EE | $1,190 | $4,637-74.3% | $3,961-70.0% | $6,507-81.7% |
| Admin fee / account holder | $265 | $6,559-96.0% | $5,028-94.7% | $12,624-97.9% |