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 | $6,515 | $88,751-92.7% | $81,812-92.0% | $145,922-95.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.72% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $969 | $3,083-68.6% | $2,912-66.7% | $4,660-79.2% |
| Participant deferral / active EE | $2,449 | $4,643-47.3% | $4,319-43.3% | $6,688-63.4% |
| Admin fee / account holder | $96 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |