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 9-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 | $8,389 | $110,502-92.4% | $80,716-89.6% | $167,490-95.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 16.78% | 120.54%-103.8pp | 87.28%-70.5pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,377 | $1,543-10.8% | $1,160+18.7% | $4,837-71.5% |
| Participant deferral / active EE | $1,677 | $2,871-41.6% | $2,146-21.9% | $6,341-73.6% |
| Admin fee / account holder | $257 | $4,545-94.3% | $3,380-92.4% | $12,309-97.9% |