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 | $13,773 | $99,918-86.2% | $81,382-83.1% | $145,922-90.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.69% | 34.32%-22.6pp | 24.73%-13.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $921 | $2,978-69.1% | $2,463-62.6% | $4,660-80.2% |
| Participant deferral / active EE | $2,552 | $4,605-44.6% | $3,883-34.3% | $6,688-61.8% |
| Admin fee / account holder | $20 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |