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 | $8,603 | $99,159-91.3% | - | $167,490-94.9% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 36.74% | 15.94%+20.8pp | - | 478.56%-441.8pp |
| Employer contribution / active EE | $250 | $3,061-91.8% | - | $4,837-94.8% |
| Participant deferral / active EE | $6,250 | $4,624+35.2% | - | $6,341-1.4% |
| Admin fee / account holder | $8 | $3,125-99.7% | - | $12,309-99.9% |