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 8-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 | $10,958 | $96,635-88.7% | $86,612-87.3% | $139,434-92.1% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 25.86% | 106.41%-80.6pp | 591.07%-565.2pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,051 | $3,263-37.1% | $3,022-32.1% | $4,751-56.8% |
| Participant deferral / active EE | $4,266 | $4,836-11.8% | $4,438-3.9% | $6,710-36.4% |
| Admin fee / account holder | $137 | $6,408-97.9% | $5,614-97.6% | $11,403-98.8% |