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 | $10,998 | $37,426-70.6% | $77,482-85.8% | $79,858-86.2% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 13.50% | 39.70%-26.2pp | 54.79%-41.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,520 | $637+452.9% | $986+256.8% | $2,471+42.5% |
| Participant deferral / active EE | $2,026 | $1,260+60.8% | $1,861+8.9% | $3,740-45.8% |
| Admin fee / account holder | $169 | $2,504-93.3% | $2,858-94.1% | $5,306-96.8% |