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 | $8,750 | $95,561-90.8% | $77,163-88.7% | $139,434-93.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 47.16% | 54.92%-7.8pp | 37.87%+9.3pp | 372.94%-325.8pp |
| Employer contribution / active EE | $1,670 | $3,147-46.9% | $2,535-34.1% | $4,751-64.8% |
| Participant deferral / active EE | $1,863 | $4,624-59.7% | $3,833-51.4% | $6,710-72.2% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |