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 | $10,728 | $88,751-87.9% | $81,812-86.9% | $145,922-92.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.78% | 1025.40%-1007.6pp | 773.79%-756.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,221 | $3,083-28.0% | $2,912-23.7% | $4,660-52.3% |
| Participant deferral / active EE | $2,661 | $4,643-42.7% | $4,319-38.4% | $6,688-60.2% |
| Admin fee / account holder | $5 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |