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 7-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 | $6,264 | $110,502-94.3% | $80,716-92.2% | $167,490-96.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 8.63% | 120.54%-111.9pp | 87.28%-78.6pp | 478.56%-469.9pp |
| Employer contribution / active EE | $633 | $1,543-59.0% | $1,160-45.4% | $4,837-86.9% |
| Participant deferral / active EE | $2,226 | $2,871-22.5% | $2,146+3.7% | $6,341-64.9% |
| Admin fee / account holder | $131 | $4,545-97.1% | $3,380-96.1% | $12,309-98.9% |