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 9-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 | $11,000 | $102,966-89.3% | $90,281-87.8% | $152,861-92.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 36.16% | 95.16%-59.0pp | 78.10%-41.9pp | 345.32%-309.2pp |
| Employer contribution / active EE | $1,648 | $3,139-47.5% | $2,854-42.3% | $4,762-65.4% |
| Participant deferral / active EE | $4,086 | $4,281-4.6% | $3,885+5.2% | $5,850-30.1% |
| Admin fee / account holder | $182 | $6,171-97.1% | $5,351-96.6% | $11,596-98.4% |