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 7-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 | $9,974 | $110,502-91.0% | $80,716-87.6% | $167,490-94.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 19.31% | 120.54%-101.2pp | 87.28%-68.0pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,654 | $1,543+7.2% | $1,160+42.6% | $4,837-65.8% |
| Participant deferral / active EE | $1,654 | $2,871-42.4% | $2,146-22.9% | $6,341-73.9% |
| Admin fee / account holder | $36 | $4,545-99.2% | $3,380-98.9% | $12,309-99.7% |