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 | $29,530 | $154,117-80.8% | $129,995-77.3% | $139,434-78.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 14.63% | 32.48%-17.8pp | -137.18%+151.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $8,075 | $5,289+52.7% | $4,320+86.9% | $4,751+70.0% |
| Participant deferral / active EE | $8,075 | $6,710+20.3% | $5,820+38.7% | $6,710+20.3% |
| Admin fee / account holder | $80 | $14,007-99.4% | $10,614-99.2% | $11,403-99.3% |