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 | $18,511 | $70,756-73.8% | $65,493-71.7% | $142,382-87.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.06% | 1754.89%-1732.8pp | 982.45%-960.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,575 | $2,881-10.6% | $2,5740% | $4,299-40.1% |
| Participant deferral / active EE | $2,575 | $4,637-44.5% | $3,961-35.0% | $6,507-60.4% |
| Admin fee / account holder | $36 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |