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 | $10,246 | $109,817-90.7% | $98,442-89.6% | $167,490-93.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.70% | 1956.69%-1939.0pp | 1492.73%-1475.0pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,064 | $3,224-67.0% | $2,960-64.1% | $4,837-78.0% |
| Participant deferral / active EE | $2,619 | $4,673-44.0% | $4,276-38.8% | $6,341-58.7% |
| Admin fee / account holder | $100 | $6,753-98.5% | $5,949-98.3% | $12,309-99.2% |