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 4-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 | $9,222 | $118,427-92.2% | $66,042-86.0% | $142,382-93.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 7.68% | 35.57%-27.9pp | 52.11%-44.4pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,058 | $2,570-58.8% | $1,579-33.0% | $4,299-75.4% |
| Participant deferral / active EE | $1,979 | $4,311-54.1% | $2,835-30.2% | $6,507-69.6% |
| Admin fee / account holder | $158 | $9,593-98.4% | $5,747-97.3% | $12,624-98.8% |