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 7-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 | $8,287 | $158,398-94.8% | $126,539-93.5% | $142,382-94.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.16% | 593.76%-576.6pp | 425.95%-408.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $553 | $4,650-88.1% | $3,674-85.0% | $4,299-87.1% |
| Participant deferral / active EE | $912 | $4,767-80.9% | $4,083-77.7% | $6,507-86.0% |
| Admin fee / account holder | $121 | $6,918-98.3% | $6,065-98.0% | $12,624-99.0% |