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 8-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 | $18,063 | $99,918-81.9% | $81,382-77.8% | $145,922-87.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 34.32%-22.6pp | 24.73%-13.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $898 | $2,978-69.8% | $2,463-63.5% | $4,660-80.7% |
| Participant deferral / active EE | $914 | $4,605-80.2% | $3,883-76.5% | $6,688-86.3% |
| Admin fee / account holder | $22 | $8,212-99.7% | $5,768-99.6% | $13,397-99.8% |