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 | $9,731 | $88,751-89.0% | $81,812-88.1% | $145,922-93.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.28% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,008 | $3,083-34.9% | $2,912-31.1% | $4,660-56.9% |
| Participant deferral / active EE | $2,391 | $4,643-48.5% | $4,319-44.6% | $6,688-64.3% |
| Admin fee / account holder | $121 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |