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 | $22,448 | $81,632-72.5% | $70,449-68.1% | $158,922-85.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.36% | 208.40%-187.0pp | 109.03%-87.7pp | 302.83%-281.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,026 | $4,554+98.2% | $3,709+143.4% | $5,982+50.9% |
| Admin fee / account holder | $4 | $6,193-99.9% | $3,845-99.9% | $11,246-100.0% |