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 5-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 | $8,014 | $88,751-91.0% | $81,812-90.2% | $145,922-94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.22% | 1025.40%-1010.2pp | 773.79%-758.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $642 | $3,083-79.2% | $2,912-77.9% | $4,660-86.2% |
| Participant deferral / active EE | $833 | $4,643-82.1% | $4,319-80.7% | $6,688-87.5% |
| Admin fee / account holder | $25 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |