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 | $8,495 | $96,305-91.2% | $80,569-89.5% | $139,434-93.9% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 56.31% | 1350.08%-1293.8pp | 935.43%-879.1pp | 372.94%-316.6pp |
| Employer contribution / active EE | $2,486 | $3,262-23.8% | $2,723-8.7% | $4,751-47.7% |
| Participant deferral / active EE | $3,512 | $5,232-32.9% | $4,447-21.0% | $6,710-47.7% |
| Admin fee / account holder | $5 | $6,599-99.9% | $5,377-99.9% | $11,403-100.0% |