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 4-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 | $12,672 | $88,751-85.7% | $81,812-84.5% | $145,922-91.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.00% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $509 | $3,083-83.5% | $2,912-82.5% | $4,660-89.1% |
| Participant deferral / active EE | $763 | $4,643-83.6% | $4,319-82.3% | $6,688-88.6% |
| Admin fee / account holder | $44 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |