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 | $15,448 | $107,934-85.7% | $91,989-83.2% | $152,861-89.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 40.37% | 89.24%-48.9pp | 69.02%-28.6pp | 345.32%-304.9pp |
| Employer contribution / active EE | $1,793 | $4,210-57.4% | $3,452-48.0% | $4,762-62.3% |
| Participant deferral / active EE | $7,802 | $6,364+22.6% | $5,923+31.7% | $5,850+33.4% |
| Admin fee / account holder | $64 | $10,520-99.4% | $7,743-99.2% | $11,596-99.4% |