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 | $34,903 | $112,096-68.9% | $95,952-63.6% | $158,922-78.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.79% | 171.09%-148.3pp | 91.61%-68.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $3,284 | $3,198+2.7% | $2,541+29.2% | $4,761-31.0% |
| Participant deferral / active EE | $4,909 | $4,784+2.6% | $4,167+17.8% | $5,982-17.9% |
| Admin fee / account holder | $5 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |