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 10-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 | $7,725 | $74,888-89.7% | $71,209-89.2% | $142,382-94.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 44.09% | 345.14%-301.1pp | 282.51%-238.4pp | 217.08%-173.0pp |
| Employer contribution / active EE | $4,307 | $2,854+50.9% | $2,721+58.3% | $4,299+0.2% |
| Participant deferral / active EE | $8,335 | $4,454+87.1% | $4,175+99.6% | $6,507+28.1% |
| Admin fee / account holder | $29 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |