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 | $13,303 | $101,069-86.8% | $81,478-83.7% | $147,584-91.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 38.14% | 32.40%+5.7pp | 38.78%-0.6pp | 578.55%-540.4pp |
| Employer contribution / active EE | $985 | $3,205-69.3% | $2,568-61.6% | $4,876-79.8% |
| Participant deferral / active EE | $985 | $4,242-76.8% | $3,537-72.1% | $5,439-81.9% |
| Admin fee / account holder | $79 | $5,812-98.6% | $4,561-98.3% | $10,885-99.3% |