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 3-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 | $12,428 | $88,751-86.0% | $81,812-84.8% | $145,922-91.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.65% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,639 | $3,083-46.9% | $2,912-43.7% | $4,660-64.8% |
| Participant deferral / active EE | $4,813 | $4,643+3.7% | $4,319+11.5% | $6,688-28.0% |
| Admin fee / account holder | $107 | $8,415-98.7% | $7,386-98.6% | $13,397-99.2% |