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 | $8,896 | $104,974-91.5% | $95,585-90.7% | $142,382-93.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.08% | 210.33%-190.3pp | 38.56%-18.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $840 | $2,779-69.8% | $2,527-66.8% | $4,299-80.5% |
| Participant deferral / active EE | $840 | $4,352-80.7% | $4,023-79.1% | $6,507-87.1% |
| Admin fee / account holder | $42 | $6,386-99.3% | $6,127-99.3% | $12,624-99.7% |