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 3-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 | $9,840 | $158,398-93.8% | $126,539-92.2% | $142,382-93.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 17.40% | 593.76%-576.4pp | 425.95%-408.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,529 | $4,767-46.9% | $4,083-38.1% | $6,507-61.1% |
| Admin fee / account holder | $73 | $6,918-98.9% | $6,065-98.8% | $12,624-99.4% |