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 9-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 | $11,287 | $108,172-89.6% | $77,482-85.4% | $158,922-92.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 5.28% | 31.67%-26.4pp | 54.79%-49.5pp | 302.83%-297.5pp |
| Employer contribution / active EE | $805 | $1,325-39.2% | $986-18.4% | $4,761-83.1% |
| Participant deferral / active EE | $1,075 | $2,456-56.2% | $1,861-42.2% | $5,982-82.0% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |