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 | $11,519 | $108,172-89.4% | $77,482-85.1% | $158,922-92.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 47.71% | 31.67%+16.0pp | 54.79%-7.1pp | 302.83%-255.1pp |
| Employer contribution / active EE | $1,874 | $1,325+41.5% | $986+90.0% | $4,761-60.6% |
| Participant deferral / active EE | $2,929 | $2,456+19.3% | $1,861+57.4% | $5,982-51.0% |
| Admin fee / account holder | $17 | $3,708-99.5% | $2,858-99.4% | $11,246-99.8% |