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 | $9,358 | $96,305-90.3% | $80,569-88.4% | $139,434-93.3% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 22.36% | 1350.08%-1327.7pp | 935.43%-913.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,382 | $3,262-57.6% | $2,723-49.3% | $4,751-70.9% |
| Participant deferral / active EE | $7,971 | $5,232+52.3% | $4,447+79.2% | $6,710+18.8% |
| Admin fee / account holder | $60 | $6,599-99.1% | $5,377-98.9% | $11,403-99.5% |