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 7-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 | $24,478 | $85,006-71.2% | $76,190-67.9% | $145,922-83.2% |
| Participation rate | 94.7% | 82.9%+11.9pp | 79.3%+15.5pp | 80.3%+14.5pp |
| Annual return | 65.38% | 13.11%+52.3pp | 13.78%+51.6pp | 561.29%-495.9pp |
| Employer contribution / active EE | $1,872 | $5,265-64.4% | $4,578-59.1% | $4,660-59.8% |
| Participant deferral / active EE | $3,848 | $6,392-39.8% | $5,474-29.7% | $6,688-42.5% |
| Admin fee / account holder | $69 | $5,760-98.8% | $5,123-98.6% | $13,397-99.5% |