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 | $60,096 | $103,376-41.9% | $87,100-31.0% | $152,861-60.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.99% | 28.10%-5.1pp | 28.19%-5.2pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,646 | $3,220-17.8% | $2,521+4.9% | $4,762-44.4% |
| Participant deferral / active EE | $3,727 | $4,778-22.0% | $4,049-7.9% | $5,850-36.3% |
| Admin fee / account holder | $25 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |