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 | $78,694 | $70,606+11.5% | $53,898+46.0% | $142,382-44.7% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 18.67% | 619.81%-601.1pp | 528.60%-509.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,012 | $1,202-15.8% | $932+8.5% | $4,299-76.5% |
| Participant deferral / active EE | $1,963 | $2,364-16.9% | $1,826+7.5% | $6,507-69.8% |
| Admin fee / account holder | $40 | $2,852-98.6% | $2,491-98.4% | $12,624-99.7% |