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 | $7,182 | $96,305-92.5% | $80,569-91.1% | $139,434-94.8% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 34.16% | 1350.08%-1315.9pp | 935.43%-901.3pp | 372.94%-338.8pp |
| Employer contribution / active EE | $2,584 | $3,262-20.8% | $2,723-5.1% | $4,751-45.6% |
| Participant deferral / active EE | $2,584 | $5,232-50.6% | $4,447-41.9% | $6,710-61.5% |
| Admin fee / account holder | $13 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |