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 | $38,860 | $88,751-56.2% | $81,812-52.5% | $145,922-73.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.89% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $360 | $3,083-88.3% | $2,912-87.6% | $4,660-92.3% |
| Participant deferral / active EE | $900 | $4,643-80.6% | $4,319-79.2% | $6,688-86.5% |
| Admin fee / account holder | $166 | $8,415-98.0% | $7,386-97.8% | $13,397-98.8% |