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 | $34,272 | $74,888-54.2% | $71,209-51.9% | $142,382-75.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.19% | 345.14%-321.9pp | 282.51%-259.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,222 | $2,854+47.9% | $2,721+55.2% | $4,299-1.8% |
| Participant deferral / active EE | $8,016 | $4,454+80.0% | $4,175+92.0% | $6,507+23.2% |
| Admin fee / account holder | $70 | $5,568-98.8% | $5,349-98.7% | $12,624-99.4% |