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 7-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 | $49,708 | $183,519-72.9% | $155,509-68.0% | $145,922-65.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.37% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,435 | $5,313-54.2% | $4,672-47.9% | $4,660-47.7% |
| Participant deferral / active EE | $4,178 | $6,462-35.3% | $5,626-25.7% | $6,688-37.5% |
| Admin fee / account holder | $37 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |