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 4-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 | $10,745 | $95,266-88.7% | $82,389-87.0% | $142,382-92.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.51% | 25.74%-8.2pp | 28.67%-11.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $944 | $2,991-68.5% | $2,517-62.5% | $4,299-78.1% |
| Participant deferral / active EE | $1,292 | $4,809-73.1% | $4,155-68.9% | $6,507-80.1% |
| Admin fee / account holder | $168 | $8,563-98.0% | $7,231-97.7% | $12,624-98.7% |