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 | $34,930 | $89,355-60.9% | $141,162-75.3% | $72,985-52.1% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 121.70% | 111.85%+9.9pp | 71.39%+50.3pp | 81.00%+40.7pp |
| Employer contribution / active EE | $2,981 | $3,114-4.3% | $4,735-37.0% | $2,440+22.2% |
| Participant deferral / active EE | $6,493 | $5,418+19.8% | $6,709-3.2% | $3,607+80.0% |
| Admin fee / account holder | $3 | $5,958-100.0% | $10,261-100.0% | $5,124-99.9% |