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 | $9,194 | $110,261-91.7% | $95,745-90.4% | $139,434-93.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.95% | 27.11%-6.2pp | 28.35%-7.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,071 | $3,257-67.1% | $2,835-62.2% | $4,751-77.5% |
| Participant deferral / active EE | $1,821 | $4,676-61.1% | $4,245-57.1% | $6,710-72.9% |
| Admin fee / account holder | $220 | $6,613-96.7% | $5,678-96.1% | $11,403-98.1% |