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 | $13,948 | $70,756-80.3% | $65,493-78.7% | $142,382-90.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.44% | 1754.89%-1735.5pp | 982.45%-963.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $694 | $2,881-75.9% | $2,574-73.0% | $4,299-83.9% |
| Participant deferral / active EE | $2,058 | $4,637-55.6% | $3,961-48.0% | $6,507-68.4% |
| Admin fee / account holder | $239 | $6,559-96.4% | $5,028-95.3% | $12,624-98.1% |