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 | $7,050 | $85,022-91.7% | $70,515-90.0% | $139,434-94.9% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.3%+23.3pp | 80.3%+11.3pp |
| Annual return | 13.22% | 30.38%-17.2pp | 32.77%-19.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $995 | $3,909-74.5% | $2,973-66.5% | $4,751-79.1% |
| Participant deferral / active EE | $1,364 | $5,890-76.8% | $4,567-70.1% | $6,710-79.7% |
| Admin fee / account holder | $216 | $8,906-97.6% | $6,412-96.6% | $11,403-98.1% |