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 | $81,505 | $176,662-53.9% | $130,648-37.6% | $152,861-46.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.48% | 2692.24%-2671.8pp | 1708.96%-1688.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,302 | $5,742-59.9% | $4,092-43.8% | $4,762-51.7% |
| Participant deferral / active EE | $4,049 | $4,361-7.2% | $3,603+12.4% | $5,850-30.8% |
| Admin fee / account holder | $8 | $7,133-99.9% | $5,464-99.9% | $11,596-99.9% |