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 | $12,135 | $114,047-89.4% | $96,139-87.4% | $167,490-92.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.09% | 189.88%-178.8pp | 191.94%-180.9pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,321 | $3,427-61.5% | $2,797-52.8% | $4,837-72.7% |
| Participant deferral / active EE | $3,704 | $5,194-28.7% | $4,349-14.8% | $6,341-41.6% |
| Admin fee / account holder | $225 | $6,897-96.7% | $5,537-95.9% | $12,309-98.2% |