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 8-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 | $22,297 | $102,966-78.3% | $90,281-75.3% | $152,861-85.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 36.84% | 95.16%-58.3pp | 78.10%-41.3pp | 345.32%-308.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,564 | $4,281+146.7% | $3,885+171.9% | $5,850+80.6% |
| Admin fee / account holder | $57 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |