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 | $18,508 | $88,751-79.1% | $81,812-77.4% | $145,922-87.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.47% | 1025.40%-1007.9pp | 773.79%-756.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,101 | $3,083-31.9% | $2,912-27.9% | $4,660-54.9% |
| Participant deferral / active EE | $4,539 | $4,643-2.2% | $4,319+5.1% | $6,688-32.1% |
| Admin fee / account holder | $11 | $8,415-99.9% | $7,386-99.8% | $13,397-99.9% |