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 | $10,368 | $110,502-90.6% | $80,716-87.2% | $167,490-93.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 15.37% | 120.54%-105.2pp | 87.28%-71.9pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,068 | $1,543-30.8% | $1,160-8.0% | $4,837-77.9% |
| Participant deferral / active EE | $1,228 | $2,871-57.2% | $2,146-42.8% | $6,341-80.6% |
| Admin fee / account holder | $5 | $4,545-99.9% | $3,380-99.8% | $12,309-100.0% |