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 | $15,537 | $88,751-82.5% | $81,812-81.0% | $145,922-89.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.67% | 1025.40%-1005.7pp | 773.79%-754.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,727 | $3,083-11.5% | $2,912-6.3% | $4,660-41.5% |
| Participant deferral / active EE | $5,349 | $4,643+15.2% | $4,319+23.9% | $6,688-20.0% |
| Admin fee / account holder | $77 | $8,415-99.1% | $7,386-99.0% | $13,397-99.4% |