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 8-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 | $13,003 | $133,958-90.3% | $112,228-88.4% | $134,475-90.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 9.69% | 47.11%-37.4pp | 27.45%-17.8pp | 417.96%-408.3pp |
| Employer contribution / active EE | $2,423 | $4,038-40.0% | $3,635-33.3% | $4,740-48.9% |
| Participant deferral / active EE | $5,369 | $5,291+1.5% | $4,728+13.6% | $6,400-16.1% |
| Admin fee / account holder | $106 | $7,489-98.6% | $6,410-98.3% | $11,426-99.1% |