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 | $10,008 | $96,305-89.6% | $80,569-87.6% | $139,434-92.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.34% | 1350.08%-1325.7pp | 935.43%-911.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,222 | $3,262-62.5% | $2,723-55.1% | $4,751-74.3% |
| Participant deferral / active EE | $5,546 | $5,232+6.0% | $4,447+24.7% | $6,710-17.4% |
| Admin fee / account holder | $60 | $6,599-99.1% | $5,377-98.9% | $11,403-99.5% |