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 9-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 | $12,616 | $104,974-88.0% | $95,585-86.8% | $142,382-91.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.03% | 210.33%-198.3pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,043 | $2,779-62.5% | $2,527-58.7% | $4,299-75.7% |
| Participant deferral / active EE | $1,133 | $4,352-74.0% | $4,023-71.8% | $6,507-82.6% |
| Admin fee / account holder | $83 | $6,386-98.7% | $6,127-98.6% | $12,624-99.3% |