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 | $12,333 | $58,208-78.8% | $81,812-84.9% | $80,856-84.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.00% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,126 | $2,340+33.6% | $2,912+7.3% | $2,755+13.5% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $55 | $4,981-98.9% | $7,386-99.3% | $6,918-99.2% |