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 4-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 | $14,829 | $70,756-79.0% | $65,493-77.4% | $142,382-89.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.64% | 1754.89%-1738.3pp | 982.45%-965.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,044 | $2,881-63.7% | $2,574-59.4% | $4,299-75.7% |
| Participant deferral / active EE | $1,870 | $4,637-59.7% | $3,961-52.8% | $6,507-71.3% |
| Admin fee / account holder | $136 | $6,559-97.9% | $5,028-97.3% | $12,624-98.9% |