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 9-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 | $55,669 | $176,377-68.4% | $134,143-58.5% | $158,922-65.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 29.02% | 63.63%-34.6pp | 36.33%-7.3pp | 302.83%-273.8pp |
| Employer contribution / active EE | $1,661 | $5,040-67.1% | $3,704-55.2% | $4,761-65.1% |
| Participant deferral / active EE | $8,014 | $4,091+95.9% | $3,499+129.0% | $5,982+34.0% |
| Admin fee / account holder | $12 | $8,718-99.9% | $6,684-99.8% | $11,246-99.9% |