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 10-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 | $14,481 | $99,020-85.4% | $86,590-83.3% | $147,584-90.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.36% | 1312.34%-1286.0pp | 964.84%-938.5pp | 578.55%-552.2pp |
| Employer contribution / active EE | $2,179 | $3,132-30.4% | $2,839-23.3% | $4,876-55.3% |
| Participant deferral / active EE | $3,447 | $3,972-13.2% | $3,609-4.5% | $5,439-36.6% |
| Admin fee / account holder | $255 | $5,710-95.5% | $4,906-94.8% | $10,885-97.7% |