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 6-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 | $10,051 | $88,751-88.7% | $81,812-87.7% | $145,922-93.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.12% | 1025.40%-1004.3pp | 773.79%-752.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,439 | $3,083-53.3% | $2,912-50.6% | $4,660-69.1% |
| Participant deferral / active EE | $6,084 | $4,643+31.0% | $4,319+40.9% | $6,688-9.0% |
| Admin fee / account holder | $75 | $8,415-99.1% | $7,386-99.0% | $13,397-99.4% |