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 | $32,939 | $159,901-79.4% | $146,958-77.6% | $145,922-77.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.56% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,307 | $5,286-56.4% | $4,933-53.2% | $4,660-50.5% |
| Participant deferral / active EE | $4,632 | $8,428-45.0% | $8,070-42.6% | $6,688-30.7% |
| Admin fee / account holder | $164 | $15,044-98.9% | $12,998-98.7% | $13,397-98.8% |