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 9-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 | $9,645 | $102,966-90.6% | $90,281-89.3% | $152,861-93.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.23% | 95.16%-67.9pp | 78.10%-50.9pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,433 | $3,139-54.3% | $2,854-49.8% | $4,762-69.9% |
| Participant deferral / active EE | $4,817 | $4,281+12.5% | $3,885+24.0% | $5,850-17.7% |
| Admin fee / account holder | $36 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |