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 8-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 | $9,410 | $100,852-90.7% | $90,404-89.6% | $158,922-94.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.79% | 1724.20%-1697.4pp | 1293.02%-1266.2pp | 302.83%-276.0pp |
| Employer contribution / active EE | $1,108 | $3,689-70.0% | $3,262-66.0% | $4,761-76.7% |
| Participant deferral / active EE | $2,165 | $4,348-50.2% | $3,963-45.4% | $5,982-63.8% |
| Admin fee / account holder | $189 | $6,501-97.1% | $5,611-96.6% | $11,246-98.3% |