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 | $25,093 | $106,890-76.5% | $84,015-70.1% | $152,861-83.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 34.31% | 104.99%-70.7pp | 71.31%-37.0pp | 345.32%-311.0pp |
| Employer contribution / active EE | $4,094 | $2,734+49.7% | $1,983+106.4% | $4,762-14.0% |
| Participant deferral / active EE | $8,506 | $4,011+112.0% | $3,239+162.6% | $5,850+45.4% |
| Admin fee / account holder | $139 | $8,285-98.3% | $6,101-97.7% | $11,596-98.8% |