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 | $30,807 | $103,376-70.2% | $87,100-64.6% | $152,861-79.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 29.04% | 28.10%+0.9pp | 28.19%+0.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,407 | $3,220-25.3% | $2,521-4.5% | $4,762-49.5% |
| Participant deferral / active EE | $9,084 | $4,778+90.1% | $4,049+124.4% | $5,850+55.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |