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 | $25,111 | $124,281-79.8% | $109,143-77.0% | $167,490-85.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 35.09% | 26.04%+9.1pp | 25.75%+9.3pp | 478.56%-443.5pp |
| Employer contribution / active EE | $2,002 | $4,207-52.4% | $3,722-46.2% | $4,837-58.6% |
| Participant deferral / active EE | $3,806 | $5,255-27.6% | $4,653-18.2% | $6,341-40.0% |
| Admin fee / account holder | $3 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |