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 | $29,397 | $149,734-80.4% | $118,925-75.3% | $158,922-81.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 114.48% | 19.95%+94.5pp | 35.88%+78.6pp | 302.83%-188.3pp |
| Employer contribution / active EE | $975 | $4,115-76.3% | $3,263-70.1% | $4,761-79.5% |
| Participant deferral / active EE | $11,325 | $5,223+116.8% | $4,265+165.5% | $5,982+89.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |