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 | $7,470 | $95,561-92.2% | $77,163-90.3% | $139,434-94.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 32.01% | 54.92%-22.9pp | 37.87%-5.9pp | 372.94%-340.9pp |
| Employer contribution / active EE | $2,111 | $3,147-32.9% | $2,535-16.7% | $4,751-55.6% |
| Participant deferral / active EE | $2,688 | $4,624-41.9% | $3,833-29.9% | $6,710-59.9% |
| Admin fee / account holder | $12 | $8,295-99.9% | $5,472-99.8% | $11,403-99.9% |