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 | $46,439 | $159,901-71.0% | $146,958-68.4% | $145,922-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.79% | 98.13%-71.3pp | 418.34%-391.5pp | 561.29%-534.5pp |
| Employer contribution / active EE | $1,412 | $5,286-73.3% | $4,933-71.4% | $4,660-69.7% |
| Participant deferral / active EE | $3,788 | $8,428-55.1% | $8,070-53.1% | $6,688-43.4% |
| Admin fee / account holder | $137 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |