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 | $23,705 | $58,851-59.7% | $115,157-79.4% | $72,985-67.5% |
| Participation rate | 97.9% | 65.5%+32.3pp | 75.9%+22.0pp | 69.5%+28.4pp |
| Annual return | 64.16% | 23.16%+41.0pp | 35.60%+28.6pp | 81.00%-16.8pp |
| Employer contribution / active EE | $2,128 | $1,798+18.3% | $3,179-33.1% | $2,440-12.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6 | $6,370-99.9% | $7,088-99.9% | $5,124-99.9% |