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 9-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 | $8,496 | $70,756-88.0% | $65,493-87.0% | $142,382-94.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.27% | 1754.89%-1736.6pp | 982.45%-964.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $886 | $2,881-69.2% | $2,574-65.6% | $4,299-79.4% |
| Participant deferral / active EE | $2,209 | $4,637-52.4% | $3,961-44.2% | $6,507-66.1% |
| Admin fee / account holder | $252 | $6,559-96.2% | $5,028-95.0% | $12,624-98.0% |