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 | $12,558 | $99,918-87.4% | $81,382-84.6% | $145,922-91.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.25% | 34.32%-21.1pp | 24.73%-11.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $780 | $2,978-73.8% | $2,463-68.3% | $4,660-83.3% |
| Participant deferral / active EE | $975 | $4,605-78.8% | $3,883-74.9% | $6,688-85.4% |
| Admin fee / account holder | $132 | $8,212-98.4% | $5,768-97.7% | $13,397-99.0% |