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 6-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 | $6,979 | $85,022-91.8% | $70,515-90.1% | $139,434-95.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.27% | 30.38%-10.1pp | 32.77%-12.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,040 | $3,909-73.4% | $2,973-65.0% | $4,751-78.1% |
| Participant deferral / active EE | $1,728 | $5,890-70.7% | $4,567-62.2% | $6,710-74.3% |
| Admin fee / account holder | $24 | $8,906-99.7% | $6,412-99.6% | $11,403-99.8% |