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 5-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 | $9,850 | $29,660-66.8% | $56,411-82.5% | $80,856-87.8% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 14.73% | 35.23%-20.5pp | 1701.33%-1686.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,601 | $669+438.0% | $1,039+246.7% | $2,755+30.7% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $256 | $2,428-89.4% | $2,829-90.9% | $6,918-96.3% |