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 | $33,591 | $157,256-78.6% | $141,162-76.2% | $152,861-78.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 47.86% | 64.32%-16.5pp | 71.39%-23.5pp | 345.32%-297.5pp |
| Employer contribution / active EE | $15,205 | $5,261+189.0% | $4,735+221.1% | $4,762+219.3% |
| Participant deferral / active EE | $7,650 | $7,109+7.6% | $6,709+14.0% | $5,850+30.8% |
| Admin fee / account holder | $31 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |