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 | $6,713 | $39,019-82.8% | $80,716-91.7% | $85,850-92.2% |
| Participation rate | 91.7% | 41.5%+50.1pp | 54.2%+37.5pp | 69.3%+22.4pp |
| Annual return | 18.36% | 26.27%-7.9pp | 87.28%-68.9pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,546 | $722+114.1% | $1,160+33.2% | $2,565-39.7% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,146-100.0% | $3,952-100.0% |
| Admin fee / account holder | $101 | $2,431-95.8% | $3,380-97.0% | $6,260-98.4% |