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 6-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 | $8,547 | $92,703-90.8% | $82,719-89.7% | $134,475-93.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.83% | 944.92%-944.1pp | 701.18%-700.4pp | 417.96%-417.1pp |
| Employer contribution / active EE | $1,590 | $3,274-51.4% | $3,009-47.2% | $4,740-66.5% |
| Participant deferral / active EE | $1,903 | $4,802-60.4% | $4,395-56.7% | $6,400-70.3% |
| Admin fee / account holder | $27 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |