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 7-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 | $15,817 | $70,756-77.6% | $65,493-75.9% | $142,382-88.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.97% | 1754.89%-1730.9pp | 982.45%-958.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,940 | $2,881-32.7% | $2,574-24.6% | $4,299-54.9% |
| Participant deferral / active EE | $3,420 | $4,637-26.2% | $3,961-13.7% | $6,507-47.4% |
| Admin fee / account holder | $152 | $6,559-97.7% | $5,028-97.0% | $12,624-98.8% |