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 4-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 | $11,675 | $88,751-86.8% | $81,812-85.7% | $145,922-92.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.22% | 1025.40%-998.2pp | 773.79%-746.6pp | 561.29%-534.1pp |
| Employer contribution / active EE | $1,704 | $3,083-44.7% | $2,912-41.5% | $4,660-63.4% |
| Participant deferral / active EE | $4,186 | $4,643-9.8% | $4,319-3.1% | $6,688-37.4% |
| Admin fee / account holder | $15 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |