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 6-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 | $34,600 | $110,261-68.6% | $95,745-63.9% | $139,434-75.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 86.40% | 27.11%+59.3pp | 28.35%+58.0pp | 372.94%-286.5pp |
| Employer contribution / active EE | $2,597 | $3,257-20.3% | $2,835-8.4% | $4,751-45.3% |
| Participant deferral / active EE | $3,339 | $4,676-28.6% | $4,245-21.3% | $6,710-50.2% |
| Admin fee / account holder | $14 | $6,613-99.8% | $5,678-99.8% | $11,403-99.9% |