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 | $11,310 | $88,751-87.3% | $81,812-86.2% | $145,922-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.86% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,062 | $3,083-33.1% | $2,912-29.2% | $4,660-55.8% |
| Participant deferral / active EE | $2,006 | $4,643-56.8% | $4,319-53.6% | $6,688-70.0% |
| Admin fee / account holder | $231 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |