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 3-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 | $13,479 | $177,572-92.4% | $154,803-91.3% | $142,382-90.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 257.36% | 65.07%+192.3pp | 58.88%+198.5pp | 217.08%+40.3pp |
| Employer contribution / active EE | $1,185 | $4,810-75.4% | $4,305-72.5% | $4,299-72.4% |
| Participant deferral / active EE | $5,745 | $6,272-8.4% | $5,540+3.7% | $6,507-11.7% |
| Admin fee / account holder | $45 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |