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 | $15,256 | $70,756-78.4% | $65,493-76.7% | $142,382-89.3% |
| Participation rate | 89.5% | 77.4%+12.1pp | 73.1%+16.4pp | 80.1%+9.4pp |
| Annual return | 417.03% | 1754.89%-1337.9pp | 982.45%-565.4pp | 217.08%+200.0pp |
| Employer contribution / active EE | $899 | $2,881-68.8% | $2,574-65.1% | $4,299-79.1% |
| Participant deferral / active EE | $1,648 | $4,637-64.5% | $3,961-58.4% | $6,507-74.7% |
| Admin fee / account holder | $101 | $6,559-98.5% | $5,028-98.0% | $12,624-99.2% |