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 | $7,093 | $88,751-92.0% | $81,812-91.3% | $145,922-95.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 10.92% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $853 | $3,083-72.3% | $2,912-70.7% | $4,660-81.7% |
| Participant deferral / active EE | $1,033 | $4,643-77.8% | $4,319-76.1% | $6,688-84.6% |
| Admin fee / account holder | $104 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |