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 | $25,019 | $106,890-76.6% | $84,015-70.2% | $152,861-83.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 101.14% | 104.99%-3.8pp | 71.31%+29.8pp | 345.32%-244.2pp |
| Employer contribution / active EE | $3,552 | $2,734+29.9% | $1,983+79.1% | $4,762-25.4% |
| Participant deferral / active EE | $17,533 | $4,011+337.1% | $3,239+441.4% | $5,850+199.7% |
| Admin fee / account holder | $286 | $8,285-96.6% | $6,101-95.3% | $11,596-97.5% |