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 | $30,707 | $106,890-71.3% | $84,015-63.5% | $152,861-79.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.27% | 104.99%-77.7pp | 71.31%-44.0pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,266 | $2,734-53.7% | $1,983-36.2% | $4,762-73.4% |
| Participant deferral / active EE | $4,114 | $4,011+2.6% | $3,239+27.0% | $5,850-29.7% |
| Admin fee / account holder | $247 | $8,285-97.0% | $6,101-96.0% | $11,596-97.9% |