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 9-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 | $30,905 | $99,877-69.1% | $84,966-63.6% | $145,922-78.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 11.18% | 83.76%-72.6pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $8,830 | $3,231+173.3% | $2,727+223.8% | $4,660+89.5% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $204 | $7,248-97.2% | $6,149-96.7% | $13,397-98.5% |