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 6-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 | $7,945 | $108,172-92.7% | $77,482-89.7% | $158,922-95.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,331 | $1,325+75.9% | $986+136.3% | $4,761-51.0% |
| Participant deferral / active EE | $4,803 | $2,456+95.5% | $1,861+158.1% | $5,982-19.7% |
| Admin fee / account holder | $13 | $3,708-99.6% | $2,858-99.5% | $11,246-99.9% |