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 | $14,372 | $114,047-87.4% | $96,139-85.1% | $167,490-91.4% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 832.97% | 189.88%+643.1pp | 191.94%+641.0pp | 478.56%+354.4pp |
| Employer contribution / active EE | $390 | $3,427-88.6% | $2,797-86.1% | $4,837-91.9% |
| Participant deferral / active EE | $2,577 | $5,194-50.4% | $4,349-40.7% | $6,341-59.4% |
| Admin fee / account holder | $30 | $6,897-99.6% | $5,537-99.5% | $12,309-99.8% |