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 3-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 | $8,174 | $115,708-92.9% | $65,255-87.5% | $139,434-94.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 12.80% | 31.19%-18.4pp | 47.35%-34.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $8,503 | $2,599+227.1% | $1,691+402.8% | $4,751+79.0% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,831-100.0% | $6,710-100.0% |
| Admin fee / account holder | $14 | $6,698-99.8% | $4,112-99.7% | $11,403-99.9% |