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 6-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 | $7,047 | $118,427-94.0% | $66,042-89.3% | $142,382-95.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 14.83% | 35.57%-20.7pp | 52.11%-37.3pp | 217.08%-202.2pp |
| Employer contribution / active EE | $993 | $2,570-61.3% | $1,579-37.1% | $4,299-76.9% |
| Participant deferral / active EE | $1,568 | $4,311-63.6% | $2,835-44.7% | $6,507-75.9% |
| Admin fee / account holder | $223 | $9,593-97.7% | $5,747-96.1% | $12,624-98.2% |