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 5-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 | $12,597 | $102,604-87.7% | $86,188-85.4% | $139,434-91.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.69% | 1922.51%-1898.8pp | 1168.45%-1144.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,426 | $3,032-53.0% | $2,380-40.1% | $4,751-70.0% |
| Participant deferral / active EE | $4,198 | $4,676-10.2% | $3,985+5.3% | $6,710-37.4% |
| Admin fee / account holder | $170 | $8,657-98.0% | $6,852-97.5% | $11,403-98.5% |