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 4-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 | $8,908 | $115,708-92.3% | $65,255-86.3% | $139,434-93.6% |
| Participation rate | 83.3% | 67.8%+15.5pp | 65.0%+18.4pp | 80.3%+3.0pp |
| Annual return | 18.02% | 31.19%-13.2pp | 47.35%-29.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,141 | $2,599-56.1% | $1,691-32.6% | $4,751-76.0% |
| Participant deferral / active EE | $820 | $4,240-80.7% | $2,831-71.1% | $6,710-87.8% |
| Admin fee / account holder | $34 | $6,698-99.5% | $4,112-99.2% | $11,403-99.7% |