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 4-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 | $8,141 | $110,261-92.6% | $95,745-91.5% | $139,434-94.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 39.81% | 27.11%+12.7pp | 28.35%+11.5pp | 372.94%-333.1pp |
| Employer contribution / active EE | $795 | $3,257-75.6% | $2,835-72.0% | $4,751-83.3% |
| Participant deferral / active EE | $3,369 | $4,676-28.0% | $4,245-20.6% | $6,710-49.8% |
| Admin fee / account holder | $27 | $6,613-99.6% | $5,678-99.5% | $11,403-99.8% |