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 4-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 | $8,730 | $107,452-91.9% | $91,541-90.5% | $142,382-93.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.03% | 22.06%-2.0pp | 20.50%-0.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,496 | $2,994-50.0% | $2,505-40.3% | $4,299-65.2% |
| Participant deferral / active EE | $1,835 | $4,754-61.4% | $4,008-54.2% | $6,507-71.8% |
| Admin fee / account holder | $194 | $8,834-97.8% | $6,956-97.2% | $12,624-98.5% |