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 8-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 | $20,382 | $138,044-85.2% | $125,339-83.7% | $134,475-84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.12% | 750.33%-750.4pp | 572.05%-572.2pp | 417.96%-418.1pp |
| Employer contribution / active EE | $1,084 | $5,243-79.3% | $4,814-77.5% | $4,740-77.1% |
| Participant deferral / active EE | $2,760 | $7,799-64.6% | $7,446-62.9% | $6,400-56.9% |
| Admin fee / account holder | $95 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |