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 | $12,358 | $102,966-88.0% | $90,281-86.3% | $152,861-91.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 57.52% | 95.16%-37.6pp | 78.10%-20.6pp | 345.32%-287.8pp |
| Employer contribution / active EE | $1,280 | $3,139-59.2% | $2,854-55.2% | $4,762-73.1% |
| Participant deferral / active EE | $8,000 | $4,281+86.9% | $3,885+105.9% | $5,850+36.7% |
| Admin fee / account holder | $28 | $6,171-99.5% | $5,351-99.5% | $11,596-99.8% |