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 5-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 | $10,311 | $109,982-90.6% | $97,226-89.4% | $145,922-92.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.09% | 242.90%-227.8pp | 75.13%-60.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,717 | $3,084-44.3% | $2,729-37.1% | $4,660-63.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,688-100.0% |
| Admin fee / account holder | $71 | $6,221-98.9% | $5,654-98.7% | $13,397-99.5% |