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 | $32,094 | $110,502-71.0% | $80,716-60.2% | $167,490-80.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 17.11% | 120.54%-103.4pp | 87.28%-70.2pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,136 | $1,543+38.5% | $1,160+84.1% | $4,837-55.8% |
| Participant deferral / active EE | $11,914 | $2,871+315.0% | $2,146+455.3% | $6,341+87.9% |
| Admin fee / account holder | $18 | $4,545-99.6% | $3,380-99.5% | $12,309-99.9% |