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 6-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 | $15,089 | $91,190-83.5% | $178,490-91.5% | $79,858-81.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 90.76% | 24.19%+66.6pp | 151.07%-60.3pp | 31.71%+59.0pp |
| Employer contribution / active EE | $2,765 | $3,256-15.1% | $5,011-44.8% | $2,471+11.9% |
| Participant deferral / active EE | $7,743 | $3,236+139.3% | $5,202+48.9% | $3,740+107.0% |
| Admin fee / account holder | $76 | $6,751-98.9% | $13,984-99.5% | $5,306-98.6% |