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 7-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 | $9,036 | $104,974-91.4% | $95,585-90.5% | $142,382-93.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 210.33%-194.8pp | 38.56%-23.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $308 | $2,779-88.9% | $2,527-87.8% | $4,299-92.8% |
| Participant deferral / active EE | $766 | $4,352-82.4% | $4,023-81.0% | $6,507-88.2% |
| Admin fee / account holder | $29 | $6,386-99.6% | $6,127-99.5% | $12,624-99.8% |