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 | $9,575 | $88,751-89.2% | $81,812-88.3% | $145,922-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.52% | 1025.40%-1015.9pp | 773.79%-764.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,204 | $3,083-60.9% | $2,912-58.7% | $4,660-74.2% |
| Participant deferral / active EE | $5,444 | $4,643+17.2% | $4,319+26.1% | $6,688-18.6% |
| Admin fee / account holder | $21 | $8,415-99.8% | $7,386-99.7% | $13,397-99.8% |