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 | $24,517 | $114,381-78.6% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.08% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $915 | $4,015-77.2% | $3,754-75.6% | $4,299-78.7% |
| Participant deferral / active EE | $2,287 | $5,564-58.9% | $5,116-55.3% | $6,507-64.9% |
| Admin fee / account holder | $156 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |