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 | $10,628 | $100,852-89.5% | $90,404-88.2% | $158,922-93.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 20.12% | 1724.20%-1704.1pp | 1293.02%-1272.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,255 | $3,689-66.0% | $3,262-61.5% | $4,761-73.6% |
| Participant deferral / active EE | $2,389 | $4,348-45.1% | $3,963-39.7% | $5,982-60.1% |
| Admin fee / account holder | $13 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |