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 | $13,688 | $70,606-80.6% | $53,898-74.6% | $142,382-90.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 11.64% | 619.81%-608.2pp | 528.60%-517.0pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,952 | $1,202+62.4% | $932+109.4% | $4,299-54.6% |
| Participant deferral / active EE | $3,000 | $2,364+26.9% | $1,826+64.3% | $6,507-53.9% |
| Admin fee / account holder | $111 | $2,852-96.1% | $2,491-95.5% | $12,624-99.1% |