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 7-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 | $11,313 | $49,922-77.3% | $80,569-86.0% | $75,163-84.9% |
| Participation rate | 91.5% | 55.3%+36.2pp | 67.0%+24.5pp | 67.2%+24.3pp |
| Annual return | 31.55% | 34.69%-3.1pp | 935.43%-903.9pp | 160.62%-129.1pp |
| Employer contribution / active EE | $895 | $1,698-47.3% | $2,723-67.1% | $2,670-66.5% |
| Participant deferral / active EE | $3,846 | $2,990+28.6% | $4,447-13.5% | $4,125-6.8% |
| Admin fee / account holder | $80 | $3,577-97.8% | $5,377-98.5% | $5,651-98.6% |