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 7-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 | $9,457 | $95,561-90.1% | $77,163-87.7% | $139,434-93.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.50% | 54.92%-31.4pp | 37.87%-14.4pp | 372.94%-349.4pp |
| Employer contribution / active EE | $3,138 | $3,147-0.3% | $2,535+23.8% | $4,751-34.0% |
| Participant deferral / active EE | $3,873 | $4,624-16.2% | $3,833+1.0% | $6,710-42.3% |
| Admin fee / account holder | $35 | $8,295-99.6% | $5,472-99.4% | $11,403-99.7% |