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 | $11,736 | $96,305-87.8% | $80,569-85.4% | $139,434-91.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 27.81% | 1350.08%-1322.3pp | 935.43%-907.6pp | 372.94%-345.1pp |
| Employer contribution / active EE | $1,877 | $3,262-42.5% | $2,723-31.1% | $4,751-60.5% |
| Participant deferral / active EE | $4,216 | $5,232-19.4% | $4,447-5.2% | $6,710-37.2% |
| Admin fee / account holder | $15 | $6,599-99.8% | $5,377-99.7% | $11,403-99.9% |