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 | $55,603 | $159,901-65.2% | $146,958-62.2% | $145,922-61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.06% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,787 | $5,286-66.2% | $4,933-63.8% | $4,660-61.6% |
| Participant deferral / active EE | $17,057 | $8,428+102.4% | $8,070+111.4% | $6,688+155.0% |
| Admin fee / account holder | $266 | $15,044-98.2% | $12,998-98.0% | $13,397-98.0% |