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 7-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 | $16,647 | $115,770-85.6% | $101,248-83.6% | $158,922-89.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 35.97% | 56.14%-20.2pp | 46.47%-10.5pp | 302.83%-266.9pp |
| Employer contribution / active EE | $1,737 | $4,175-58.4% | $3,660-52.5% | $4,761-63.5% |
| Participant deferral / active EE | $6,768 | $4,957+36.5% | $4,370+54.9% | $5,982+13.1% |
| Admin fee / account holder | $102 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |