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 | $23,222 | $103,376-77.5% | $87,100-73.3% | $152,861-84.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 30.16% | 28.10%+2.1pp | 28.19%+2.0pp | 345.32%-315.2pp |
| Employer contribution / active EE | $5,453 | $3,220+69.3% | $2,521+116.3% | $4,762+14.5% |
| Participant deferral / active EE | $9,682 | $4,778+102.7% | $4,049+139.2% | $5,850+65.5% |
| Admin fee / account holder | $171 | $12,205-98.6% | $7,497-97.7% | $11,596-98.5% |