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 | $12,788 | $96,484-86.7% | $75,886-83.1% | $152,861-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,075 | $3,309-37.3% | $2,500-17.0% | $4,762-56.4% |
| Participant deferral / active EE | $9,268 | $4,553+103.6% | $3,603+157.2% | $5,850+58.4% |
| Admin fee / account holder | $15 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |