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 | $7,802 | $74,888-89.6% | $71,209-89.0% | $142,382-94.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.86% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $505 | $2,854-82.3% | $2,721-81.4% | $4,299-88.3% |
| Participant deferral / active EE | $969 | $4,454-78.2% | $4,175-76.8% | $6,507-85.1% |
| Admin fee / account holder | $107 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |