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 | $22,275 | $102,616-78.3% | $81,983-72.8% | $158,922-86.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 88.45% | 61.04%+27.4pp | 41.31%+47.1pp | 302.83%-214.4pp |
| Employer contribution / active EE | $2,568 | $3,240-20.7% | $2,498+2.8% | $4,761-46.1% |
| Participant deferral / active EE | $9,532 | $4,648+105.1% | $3,722+156.1% | $5,982+59.3% |
| Admin fee / account holder | $117 | $8,235-98.6% | $5,664-97.9% | $11,246-99.0% |