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 7-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 | $4,619 | $88,751-94.8% | $81,812-94.4% | $145,922-96.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.87% | 1025.40%-1007.5pp | 773.79%-755.9pp | 561.29%-543.4pp |
| Employer contribution / active EE | $531 | $3,083-82.8% | $2,912-81.8% | $4,660-88.6% |
| Participant deferral / active EE | $680 | $4,643-85.4% | $4,319-84.3% | $6,688-89.8% |
| Admin fee / account holder | $43 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |