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 | $8,171 | $69,207-88.2% | $64,056-87.2% | $139,434-94.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 47.03% | 45.88%+1.1pp | 33.69%+13.3pp | 372.94%-325.9pp |
| Employer contribution / active EE | $713 | $3,182-77.6% | $2,747-74.1% | $4,751-85.0% |
| Participant deferral / active EE | $5,481 | $4,682+17.1% | $3,880+41.3% | $6,710-18.3% |
| Admin fee / account holder | $10 | $4,244-99.8% | $3,068-99.7% | $11,403-99.9% |