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 | $23,439 | $95,561-75.5% | $77,163-69.6% | $139,434-83.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.22% | 54.92%-34.7pp | 37.87%-17.7pp | 372.94%-352.7pp |
| Employer contribution / active EE | $918 | $3,147-70.8% | $2,535-63.8% | $4,751-80.7% |
| Participant deferral / active EE | $1,999 | $4,624-56.8% | $3,833-47.9% | $6,710-70.2% |
| Admin fee / account holder | $152 | $8,295-98.2% | $5,472-97.2% | $11,403-98.7% |