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 | $12,504 | $88,751-85.9% | $81,812-84.7% | $145,922-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.75% | 1025.40%-1009.7pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,347 | $3,083-23.9% | $2,912-19.4% | $4,660-49.6% |
| Participant deferral / active EE | $5,233 | $4,643+12.7% | $4,319+21.2% | $6,688-21.8% |
| Admin fee / account holder | $153 | $8,415-98.2% | $7,386-97.9% | $13,397-98.9% |