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 | $9,473 | $90,348-89.5% | $75,972-87.5% | $145,922-93.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.71% | 620.88%-608.2pp | 359.55%-346.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $945 | $3,311-71.5% | $2,685-64.8% | $4,660-79.7% |
| Participant deferral / active EE | $1,733 | $5,162-66.4% | $4,255-59.3% | $6,688-74.1% |
| Admin fee / account holder | $32 | $8,467-99.6% | $6,467-99.5% | $13,397-99.8% |